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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2+ years Filed as: BOKF NA Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $4,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $18,784 | $46,732-59.8% | $156,551-88.0% | $55,167-66.0% |
| Participation rate | 61.9% | 65.8%-3.9pp | 84.0%-22.1pp | 69.0%-7.1pp |
| Annual return | 6.30% | 17.72%-11.4pp | 32.23%-25.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,275 | $2,204-42.2% | $4,871-73.8% | $3,054-58.3% |
| Admin fee / account holder | $32 | $418-92.4% | $13,028-99.8% | $504-93.7% |