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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years Service code 27 PO BOX 880 · TULSA, OK 74101 | Advisory (Plan) | $29,005 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $15,566 |
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 | $160,460 | $81,494+96.9% | $133,978+19.8% | $73,497+118.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 16.46% | 19.40%-2.9pp | 45.10%-28.6pp | 28.51%-12.1pp |
| Employer contribution / active EE | $7,226 | $2,210+227.0% | $3,919+84.4% | $2,270+218.3% |
| Participant deferral / active EE | $5,372 | $3,787+41.8% | $5,047+6.4% | $3,740+43.6% |
| Admin fee / account holder | $297 | $713-58.3% | $8,930-96.7% | $513-42.1% |