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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA8+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $79,578 |
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 | $102,032 | $86,692+17.7% | $119,634-14.7% | $66,949+52.4% |
| Participation rate | 94.4% | 75.6%+18.9pp | 79.3%+15.2pp | 69.8%+24.6pp |
| Annual return | -17.60% | -8.00%-9.6pp | -14.98%-2.6pp | 1.57%-19.2pp |
| Employer contribution / active EE | $2,724 | $2,536+7.4% | $4,232-35.6% | $2,545+7.0% |
| Participant deferral / active EE | $8,170 | $4,360+87.4% | $5,601+45.9% | $4,239+92.7% |
| Admin fee / account holder | $379 | $755-49.8% | $10,329-96.3% | $594-36.2% |