Filed January 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $99,479 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,037 | $67,512+63.0% | $185,854-40.8% | $93,010+18.3% |
| Participation rate | 85.8% | 67.1%+18.7pp | 81.7%+4.1pp | 73.9%+11.9pp |
| Annual return | 15.97% | 21.04%-5.1pp | 122.12%-106.1pp | 158.70%-142.7pp |
| Employer contribution / active EE | $1,808 | $1,783+1.4% | $5,169-65.0% | $2,705-33.2% |
| Participant deferral / active EE | $5,261 | $3,035+73.3% | $5,569-5.5% | $4,561+15.3% |
| Admin fee / account holder | $25 | $318-92.2% | $16,246-99.8% | $152-83.8% |