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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6 years Filed as: BOKF, N.A. Service code 15 · EIN 73-0780382 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,353 | $89,435-72.8% | $164,975-85.2% | $77,714-68.7% |
| Participation rate | 86.1% | 78.6%+7.5pp | 78.6%+7.5pp | 70.6%+15.5pp |
| Annual return | 19.83% | 28.82%-9.0pp | 70.12%-50.3pp | 31.26%-11.4pp |
| Employer contribution / active EE | $638 | $2,563-75.1% | $4,343-85.3% | $2,727-76.6% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,688-100.0% | $433-100.0% |