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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $37,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,950 | $60,504-7.5% | $81,882-31.7% | $74,478-24.9% |
| Participation rate | 61.9% | 62.9%-1.0pp | 72.4%-10.5pp | 67.2%-5.3pp |
| Annual return | 14.78% | 16.91%-2.1pp | 779.47%-764.7pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $1,843 | $2,627-29.8% | $2,916-36.8% | $2,626-29.8% |
| Participant deferral / active EE | $3,035 | $3,400-10.7% | $4,323-29.8% | $4,350-30.2% |
| Admin fee / account holder | $528 | $1,492-64.6% | $7,360-92.8% | $1,946-72.9% |