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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA9+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $43,781 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,734 | $41,151-8.3% | $80,648-53.2% | $71,529-47.2% |
| Participation rate | 94.3% | 50.2%+44.1pp | 67.0%+27.3pp | 67.9%+26.4pp |
| Annual return | 14.04% | 38.49%-24.5pp | 937.21%-923.2pp | 28.97%-14.9pp |
| Employer contribution / active EE | $1,286 | $1,513-15.0% | $2,724-52.8% | $2,590-50.3% |
| Participant deferral / active EE | $3,211 | $2,700+18.9% | $4,443-27.7% | $4,291-25.2% |
| Admin fee / account holder | $161 | $1,842-91.3% | $5,382-97.0% | $1,588-89.9% |