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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $4,424 |
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 | $65,156 | $66,319-1.8% | $93,621-30.4% | $65,1860% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 18.00% | 42.59%-24.6pp | 32.76%-14.8pp | 29.39%-11.4pp |
| Employer contribution / active EE | $5,950 | $2,013+195.6% | $2,719+118.8% | $2,177+173.3% |
| Participant deferral / active EE | $3,156 | $3,343-5.6% | $4,070-22.5% | $3,514-10.2% |
| Admin fee / account holder | $32 | $6,900-99.5% | $7,890-99.6% | $847-96.2% |