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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years 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 | $28,693 | $78,419-63.4% | $133,978-78.6% | $73,412-60.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | -2.95% | 33.35%-36.3pp | 45.10%-48.0pp | 59.30%-62.2pp |
| Employer contribution / active EE | $696 | $2,044-65.9% | $3,919-82.2% | $2,234-68.8% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,930-100.0% | $158-100.0% |