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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $43,550 |
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 | $83,963 | $86,332-2.7% | $125,175-32.9% | $65,185+28.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 22.76% | 27.43%-4.7pp | 43.79%-21.0pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,183 | $2,040+7.0% | $3,865-43.5% | $2,177+0.3% |
| Participant deferral / active EE | $6,854 | $3,537+93.8% | $4,937+38.8% | $3,514+95.0% |
| Admin fee / account holder | $218 | $609-64.3% | $9,702-97.8% | $847-74.3% |