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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA8+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $121,162 |
Service code 51 · EIN 27-1746834 21805 W FIELD PARKWAY, SUITE 300 · DEER PARK, IL 60010 | Investment Mgmt Fees | $32,000 |
CROWE LLP2 years Filed as: CROWE, LLP Service code 10 · EIN 73-1396387 P.O. BOX 7 · SOUTH BEND, IN 73702 | Accounting | $12,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,897 | $42,367-10.6% | $79,583-52.4% | $64,824-41.5% |
| Participation rate | 93.9% | 64.7%+29.2pp | 69.5%+24.4pp | 71.5%+22.5pp |
| Annual return | -17.81% | -12.24%-5.6pp | 0.16%-18.0pp | 32.84%-50.7pp |
| Employer contribution / active EE | $976 | $1,181-17.3% | $2,414-59.6% | $2,507-61.1% |
| Participant deferral / active EE | $5,166 | $3,168+63.1% | $3,986+29.6% | $4,311+19.8% |
| Admin fee / account holder | $190 | $160+19.4% | $6,835-97.2% | $188+1.4% |