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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3 years Service code 28 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Investment Management | $22,672 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,060 | $55,470-44.0% | $155,556-80.0% | $74,478-58.3% |
| Participation rate | 45.2% | 61.9%-16.7pp | 78.2%-33.0pp | 67.2%-22.0pp |
| Annual return | 12.38% | 269.80%-257.4pp | 64.84%-52.5pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $478 | $2,267-78.9% | $4,675-89.8% | $2,626-81.8% |
| Participant deferral / active EE | $2,631 | $2,838-7.3% | $5,631-53.3% | $4,350-39.5% |
| Admin fee / account holder | $155 | $1,744-91.1% | $15,885-99.0% | $1,946-92.0% |