Filed March 8, 2021
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, NA4 years Filed as: BOK FINANCIAL ASSET MANAGEMENT Service code 15 · EIN 75-2009441 | Recordkeeping | $16,380 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3,518 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,609 | $85,171-11.2% | $172,752-56.2% | $72,975+3.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.03% | 27.32%-11.3pp | 802.97%-786.9pp | 81.01%-65.0pp |
| Employer contribution / active EE | $2,432 | $3,324-26.9% | $5,144-52.7% | $2,440-0.4% |
| Participant deferral / active EE | $4,289 | $3,260+31.6% | $5,198-17.5% | $3,608+18.9% |
| Admin fee / account holder | $6,379 | $5,880+8.5% | $13,955-54.3% | $5,124+24.5% |