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, NA2 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $27,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,097 | $101,798+31.7% | $165,071-18.8% | $80,935+65.7% |
| Participation rate | 69.2% | 71.8%-2.6pp | 78.6%-9.4pp | 67.7%+1.6pp |
| Annual return | 8.26% | 16.73%-8.5pp | 70.17%-61.9pp | 35.66%-27.4pp |
| Employer contribution / active EE | $2,284 | $2,954-22.7% | $4,347-47.5% | $2,757-17.2% |
| Participant deferral / active EE | $5,368 | $4,476+19.9% | $6,035-11.1% | $4,299+24.9% |
| Admin fee / account holder | $439 | $8,221-94.7% | $12,695-96.5% | $6,924-93.7% |