Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Filed as: BOKF NA Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $5,676 |
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 | $15,875 | $46,360-65.8% | $147,617-89.2% | $52,331-69.7% |
| Participation rate | 82.8% | 64.9%+17.8pp | 84.6%-1.9pp | 68.1%+14.7pp |
| Annual return | -0.32% | 1.62%-1.9pp | 61.98%-62.3pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,397 | $2,258-38.1% | $4,895-71.5% | $3,022-53.8% |
| Admin fee / account holder | $35 | $766-95.5% | $11,612-99.7% | $592-94.1% |