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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $77,118 |
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 | $128,609 | $93,182+38.0% | $146,647-12.3% | $79,389+62.0% |
| Participation rate | 95.9% | 76.4%+19.5pp | 80.1%+15.8pp | 70.7%+25.2pp |
| Annual return | 14.51% | 21.61%-7.1pp | 22.75%-8.2pp | 116.89%-102.4pp |
| Employer contribution / active EE | $2,828 | $2,420+16.9% | $4,137-31.6% | $2,428+16.5% |
| Participant deferral / active EE | $7,971 | $4,169+91.2% | $5,506+44.8% | $4,046+97.0% |
| Admin fee / account holder | $400 | $585-31.7% | $10,281-96.1% | $626-36.2% |