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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $126,596 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 51 · EIN 84-4519624 5440 W 110TH STREET · OVERLAND PARK, KS 66211 | Investment Mgmt Fees | $27,825 |
CROWE LLP4 years Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 320 E JEFFERSON BLVD · SOUTH BEND, IN 46624 | Accounting | $19,950 |
Service code 51 · EIN 27-1746834 21805 W FIELD PARKWAY, SUITE 300 · DEER PARK, IL 60010 | Investment Mgmt Fees | $10,000 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 1601 NORTHWEST EXPRESSWAY · OKC, OK 73118 | Accounting | $6,773 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,979 | $54,245-9.7% | $93,727-47.7% | $77,762-37.0% |
| Participation rate | 94.7% | 63.9%+30.8pp | 68.7%+26.0pp | 70.6%+24.1pp |
| Annual return | 13.50% | 30.58%-17.1pp | 133.83%-120.3pp | 31.27%-17.8pp |
| Employer contribution / active EE | $1,409 | $1,168+20.6% | $2,421-41.8% | $2,728-48.4% |
| Participant deferral / active EE | $5,057 | $3,144+60.9% | $4,417+14.5% | $4,651+8.7% |
| Admin fee / account holder | $204 | $575-64.6% | $8,292-97.5% | $433-53.0% |