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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4 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 | $26,485 | $71,142-62.8% | $119,634-77.9% | $64,824-59.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -10.58% | -10.01%-0.6pp | -14.98%+4.4pp | 32.84%-43.4pp |
| Employer contribution / active EE | $673 | $2,497-73.1% | $4,232-84.1% | $2,507-73.2% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,329-100.0% | $188-100.0% |