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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $31,477 |
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 | $70,996 | $63,924+11.1% | $108,582-34.6% | $55,167+28.7% |
| Participation rate | 93.8% | 74.3%+19.4pp | 79.6%+14.2pp | 69.0%+24.8pp |
| Annual return | 7.51% | 15.31%-7.8pp | -51.70%+59.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,417 | $1,879-24.6% | $3,758-62.3% | $1,963-27.8% |
| Participant deferral / active EE | $6,176 | $3,067+101.4% | $4,311+43.3% | $3,054+102.2% |
| Admin fee / account holder | $193 | $618-68.7% | $7,645-97.5% | $504-61.7% |