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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA8+ years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $46,433 |
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 | $38,422 | $54,370-29.3% | $82,763-53.6% | $68,490-43.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.68% | -13.67%-5.0pp | 702.45%-721.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $2,667 | $2,219+20.2% | $3,008-11.3% | $2,597+2.7% |
| Participant deferral / active EE | $4,067 | $3,247+25.2% | $4,395-7.5% | $4,028+1.0% |
| Admin fee / account holder | $347 | $4,398-92.1% | $5,325-93.5% | $5,403-93.6% |