Filed January 28, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $110,666 |
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 | $116,238 | $50,169+131.7% | $149,740-22.4% | $80,187+45.0% |
| Participation rate | 80.6% | 64.3%+16.3pp | 78.8%+1.8pp | 72.9%+7.6pp |
| Annual return | 17.06% | 29.82%-12.8pp | 134.51%-117.5pp | 40.40%-23.3pp |
| Employer contribution / active EE | $1,875 | $1,869+0.3% | $4,821-61.1% | $2,980-37.1% |
| Participant deferral / active EE | $5,615 | $3,194+75.8% | $5,683-1.2% | $5,016+11.9% |
| Admin fee / account holder | $29 | $153-80.9% | $13,222-99.8% | $145-79.9% |