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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $33,218 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,025 | $44,873-42.0% | $79,467-67.3% | $56,289-53.8% |
| Participation rate | 77.2% | 68.7%+8.5pp | 73.3%+3.9pp | 69.9%+7.4pp |
| Annual return | -4.93% | 0.81%-5.7pp | 718.30%-723.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,653 | $2,140-22.8% | $2,800-41.0% | $2,111-21.7% |
| Participant deferral / active EE | $2,593 | $2,746-5.6% | $3,704-30.0% | $3,350-22.6% |
| Admin fee / account holder | $246 | $418-41.3% | $5,104-95.2% | $521-52.9% |