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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Filed as: BOKF, N.A. Service code 15 · EIN 73-0780382 | Recordkeeping | $0 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,700 | $69,159-58.5% | $125,195-77.1% | $67,582-57.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 79.8%+20.2pp | 71.3%+28.7pp |
| Annual return | 4.60% | 27.12%-22.5pp | 43.79%-39.2pp | 378.57%-374.0pp |
| Employer contribution / active EE | $645 | $2,023-68.1% | $3,866-83.3% | $2,148-70.0% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,704-100.0% | $142-100.0% |