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, NA9+ years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $45,683 |
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 | $43,454 | $58,312-25.5% | $86,656-49.9% | $71,529-39.3% |
| Participation rate | 65.7% | 65.0%+0.7pp | 71.7%-6.0pp | 67.9%-2.2pp |
| Annual return | 19.13% | 24.08%-5.0pp | 593.09%-574.0pp | 28.97%-9.8pp |
| Employer contribution / active EE | $1,920 | $2,576-25.5% | $3,025-36.5% | $2,590-25.9% |
| Participant deferral / active EE | $2,779 | $3,439-19.2% | $4,439-37.4% | $4,291-35.3% |
| Admin fee / account holder | $325 | $1,057-69.2% | $5,619-94.2% | $1,588-79.5% |