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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $45,313 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,581 | $45,126-10.1% | $85,187-52.4% | $74,459-45.5% |
| Participation rate | 95.1% | 49.4%+45.8pp | 67.5%+27.6pp | 67.2%+27.9pp |
| Annual return | 11.26% | 26.30%-15.0pp | 66.67%-55.4pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $1,303 | $1,460-10.8% | $2,732-52.3% | $2,626-50.4% |
| Participant deferral / active EE | $3,063 | $2,738+11.8% | $4,525-32.3% | $4,350-29.6% |
| Admin fee / account holder | $165 | $2,212-92.5% | $6,162-97.3% | $1,945-91.5% |