Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $83,090+34.9% | $130,062-13.8% | $71,529+56.7% |
| Participation rate | 97.5% | 74.1%+23.4pp | 78.5%+19.0pp | 67.9%+29.6pp |
| Annual return | 17.22% | 20.61%-3.4pp | -137.37%+154.6pp | 28.97%-11.8pp |
| Employer contribution / active EE | $2,664 | $2,624+1.5% | $4,322-38.4% | $2,590+2.9% |
| Participant deferral / active EE | $7,801 | $4,436+75.9% | $5,821+34.0% | $4,291+81.8% |
| Admin fee / account holder | $351 | $1,727-79.6% | $10,601-96.7% | $1,588-77.9% |