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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7+ years Filed as: BOKF NA Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $4,105 |
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 | $31,977 | $61,166-47.7% | $185,837-82.8% | $79,393-59.7% |
| Participation rate | 36.4% | 66.6%-30.3pp | 81.7%-45.3pp | 70.7%-34.3pp |
| Annual return | 13.15% | 19.45%-6.3pp | 122.08%-108.9pp | 116.87%-103.7pp |
| Employer contribution / active EE | $256 | $2,321-89.0% | $5,168-95.0% | $2,428-89.5% |
| Participant deferral / active EE | $1,378 | $2,789-50.6% | $5,568-75.3% | $4,046-65.9% |
| Admin fee / account holder | $35 | $710-95.1% | $16,241-99.8% | $627-94.5% |