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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4 years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $4,044 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,969 | $79,438-25.8% | $106,554-44.7% | $79,389-25.7% |
| Participation rate | 96.5% | 74.2%+22.4pp | 76.1%+20.4pp | 70.7%+25.8pp |
| Annual return | 10.55% | 18.27%-7.7pp | 26.80%-16.3pp | 116.89%-106.3pp |
| Employer contribution / active EE | $6,516 | $2,235+191.6% | $2,819+131.1% | $2,428+168.4% |
| Participant deferral / active EE | $3,773 | $3,824-1.3% | $4,398-14.2% | $4,046-6.7% |
| Admin fee / account holder | $29 | $523-94.5% | $7,408-99.6% | $626-95.4% |