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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years Service code 28 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Investment Management | $26,331 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $307 |
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 | $31,284 | $61,391-49.0% | $149,723-79.1% | $71,529-56.3% |
| Participation rate | 40.3% | 62.5%-22.2pp | 78.8%-38.4pp | 67.9%-27.6pp |
| Annual return | 19.94% | 35.88%-15.9pp | 134.50%-114.6pp | 28.97%-9.0pp |
| Employer contribution / active EE | $388 | $2,384-83.7% | $4,821-92.0% | $2,590-85.0% |
| Participant deferral / active EE | $2,266 | $2,921-22.4% | $5,682-60.1% | $4,291-47.2% |
| Admin fee / account holder | $182 | $1,264-85.6% | $13,215-98.6% | $1,588-88.5% |