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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Service code 21 · EIN 73-0780382 | Bank Trustee | $2,182 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,266 | $69,159-93.8% | $125,192-96.6% | $67,579-93.7% |
| Participation rate | 92.5% | 78.2%+14.3pp | 79.8%+12.7pp | 71.3%+21.2pp |
| Annual return | 0.00% | 27.12%-27.1pp | 43.79%-43.8pp | 378.56%-378.6pp |
| Employer contribution / active EE | $988 | $2,023-51.2% | $3,866-74.4% | $2,148-54.0% |
| Participant deferral / active EE | $2,157 | $3,700-41.7% | $4,937-56.3% | $3,539-39.1% |
| Admin fee / account holder | $8 | $142-94.5% | $9,704-99.9% | $142-94.5% |