Filed January 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $186,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,536 | $45,000+112.3% | $143,757-33.5% | $77,904+22.6% |
| Participation rate | 82.3% | 66.8%+15.5pp | 80.3%+2.0pp | 73.7%+8.6pp |
| Annual return | -12.40% | 29.03%-41.4pp | -0.04%-12.4pp | 12.21%-24.6pp |
| Employer contribution / active EE | $1,807 | $1,870-3.4% | $4,951-63.5% | $2,848-36.6% |
| Participant deferral / active EE | $5,460 | $3,157+73.0% | $5,637-3.1% | $4,806+13.6% |
| Admin fee / account holder | $54 | $98-44.7% | $14,673-99.6% | $133-59.0% |