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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $70,472 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,913 | $81,494+34.9% | $133,978-18.0% | $73,497+49.5% |
| Participation rate | 98.3% | 76.4%+21.9pp | 79.8%+18.4pp | 70.7%+27.6pp |
| Annual return | 17.37% | 19.40%-2.0pp | 45.10%-27.7pp | 28.51%-11.1pp |
| Employer contribution / active EE | $2,342 | $2,210+6.0% | $3,919-40.2% | $2,270+3.2% |
| Participant deferral / active EE | $7,269 | $3,787+91.9% | $5,047+44.0% | $3,740+94.4% |
| Admin fee / account holder | $365 | $713-48.8% | $8,930-95.9% | $513-28.8% |