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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,003 | $37,196-75.8% | $154,111-94.2% | $55,725-83.8% |
| Participation rate | 44.0% | 64.1%-20.1pp | 83.0%-39.0pp | 70.9%-26.9pp |
| Annual return | 0.00% | 1319.68%-1319.7pp | 735.18%-735.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $224 | $2,068-89.2% | $5,081-95.6% | $3,356-93.3% |
| Admin fee / account holder | $2 | $102-98.3% | $13,411-100.0% | $115-98.5% |