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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA9+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $78,174 |
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 | $112,062 | $83,019+35.0% | $130,014-13.8% | $71,476+56.8% |
| Participation rate | 97.5% | 74.1%+23.4pp | 78.5%+19.0pp | 67.9%+29.6pp |
| Annual return | 17.22% | 20.60%-3.4pp | -137.22%+154.4pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,664 | $2,623+1.5% | $4,320-38.3% | $2,589+2.9% |
| Participant deferral / active EE | $7,801 | $4,434+76.0% | $5,821+34.0% | $4,290+81.8% |
| Admin fee / account holder | $351 | $1,728-79.7% | $10,616-96.7% | $1,587-77.9% |