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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4+ years Filed as: BOKF NA Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $1,413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,054 | $47,977-60.3% | $154,108-87.6% | $56,289-66.1% |
| Participation rate | 52.1% | 66.2%-14.1pp | 83.0%-31.0pp | 69.9%-17.8pp |
| Annual return | -3.81% | 3.54%-7.3pp | 735.21%-739.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $144 | $2,169-93.3% | $5,298-97.3% | $2,111-93.2% |
| Participant deferral / active EE | $1,279 | $2,392-46.5% | $5,081-74.8% | $3,350-61.8% |
| Admin fee / account holder | $11 | $438-97.6% | $13,411-99.9% | $521-97.9% |