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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA8+ years Filed as: BOKF NA Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $8,127 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,497 | $65,092-62.4% | $143,799-83.0% | $66,938-63.4% |
| Participation rate | 34.2% | 65.2%-31.0pp | 80.3%-46.1pp | 69.8%-35.6pp |
| Annual return | -13.42% | -11.14%-2.3pp | -0.04%-13.4pp | 1.58%-15.0pp |
| Employer contribution / active EE | $413 | $2,362-82.5% | $4,952-91.7% | $2,545-83.8% |
| Participant deferral / active EE | $1,574 | $2,920-46.1% | $5,638-72.1% | $4,238-62.9% |
| Admin fee / account holder | $58 | $502-88.4% | $14,677-99.6% | $594-90.2% |