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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA8+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $41,819 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,986 | $37,463-11.9% | $77,100-57.2% | $66,949-50.7% |
| Participation rate | 93.3% | 52.9%+40.4pp | 67.9%+25.4pp | 69.8%+23.5pp |
| Annual return | -16.88% | -3.25%-13.6pp | 42.35%-59.2pp | 1.57%-18.4pp |
| Employer contribution / active EE | $1,128 | $1,535-26.5% | $2,815-59.9% | $2,545-55.7% |
| Participant deferral / active EE | $2,926 | $2,621+11.6% | $4,430-34.0% | $4,239-31.0% |
| Admin fee / account holder | $167 | $568-70.6% | $5,443-96.9% | $594-71.8% |