Filed January 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $129,501 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,010 | $53,204+150.0% | $155,556-14.5% | $200,096-33.5% |
| Participation rate | 78.2% | 64.1%+14.1pp | 78.2%0pp | 72.0%+6.2pp |
| Annual return | 13.12% | 41.02%-27.9pp | 64.84%-51.7pp | 34.26%-21.1pp |
| Employer contribution / active EE | $1,909 | $1,850+3.2% | $4,675-59.2% | $3,038-37.1% |
| Participant deferral / active EE | $5,744 | $3,163+81.6% | $5,631+2.0% | $5,090+12.8% |
| Admin fee / account holder | $45 | $186-76.0% | $15,885-99.7% | $269-83.4% |