Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $30,609 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,035 | $51,620+60.9% | $90,324-8.1% | $65,186+27.4% |
| Participation rate | 5.2% | 68.6%-63.4pp | 73.3%-68.1pp | 70.2%-65.0pp |
| Annual return | 20.61% | 24.94%-4.3pp | 78.15%-57.5pp | 29.39%-8.8pp |
| Employer contribution / active EE | $1,634 | $2,235-26.9% | $2,856-42.8% | $2,177-24.9% |
| Participant deferral / active EE | $2,839 | $2,871-1.1% | $3,885-26.9% | $3,514-19.2% |
| Admin fee / account holder | $608 | $384+58.2% | $5,356-88.6% | $847-28.2% |