Filed January 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $142,104 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,437 | $56,095+64.8% | $178,510-48.2% | $90,274+2.4% |
| Participation rate | 92.8% | 65.6%+27.3pp | 81.9%+10.9pp | 73.4%+19.5pp |
| Annual return | 10.23% | 28.81%-18.6pp | 151.13%-140.9pp | 53.97%-43.7pp |
| Employer contribution / active EE | $3,852 | $1,572+145.0% | $5,011-23.1% | $2,523+52.7% |
| Participant deferral / active EE | $5,029 | $2,669+88.5% | $5,202-3.3% | $4,231+18.9% |
| Admin fee / account holder | $37 | $101-63.3% | $13,988-99.7% | $114-67.7% |