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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $44,049 |
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 | $75,309 | $66,302+13.6% | $110,243-31.7% | $56,289+33.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -4.71% | -1.18%-3.5pp | 314.76%-319.5pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,849 | $2,047-9.7% | $3,827-51.7% | $2,111-12.4% |
| Participant deferral / active EE | $6,730 | $3,381+99.0% | $4,672+44.0% | $3,350+100.9% |
| Admin fee / account holder | $223 | $698-68.0% | $8,548-97.4% | $521-57.1% |