Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA9+ years Filed as: BOKF NA Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $6,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,682 | $61,356-53.3% | $149,696-80.8% | $71,511-59.9% |
| Participation rate | 30.0% | 62.5%-32.5pp | 78.8%-48.8pp | 67.9%-37.9pp |
| Annual return | 17.76% | 35.86%-18.1pp | 134.46%-116.7pp | 28.86%-11.1pp |
| Employer contribution / active EE | $378 | $2,382-84.1% | $4,821-92.2% | $2,589-85.4% |
| Participant deferral / active EE | $1,168 | $2,920-60.0% | $5,682-79.4% | $4,291-72.8% |
| Admin fee / account holder | $57 | $1,263-95.5% | $13,212-99.6% | $1,588-96.4% |