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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6+ years Filed as: BOKF NA Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $5,985 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,238 | $58,895-50.4% | $178,503-83.6% | $73,497-60.2% |
| Participation rate | 40.7% | 66.2%-25.5pp | 81.9%-41.2pp | 70.7%-30.0pp |
| Annual return | 11.84% | 24.86%-13.0pp | 151.12%-139.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $283 | $2,236-87.4% | $5,011-94.4% | $2,270-87.5% |
| Participant deferral / active EE | $1,385 | $2,567-46.0% | $5,202-73.4% | $3,740-63.0% |
| Admin fee / account holder | $51 | $400-87.3% | $13,987-99.6% | $513-90.1% |