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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 25 · EIN 73-0780382 | Directed Trustee | $35,910 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,697 | $86,225-86.4% | $146,685-92.0% | $86,813-86.5% |
| Participation rate | 94.7% | 78.0%+16.7pp | 80.1%+14.7pp | 72.3%+22.4pp |
| Annual return | 24.94% | 31.23%-6.3pp | 22.75%+2.2pp | 97.93%-73.0pp |
| Employer contribution / active EE | $1,150 | $2,392-51.9% | $4,137-72.2% | $2,406-52.2% |
| Participant deferral / active EE | $2,751 | $4,245-35.2% | $5,507-50.0% | $4,131-33.4% |
| Admin fee / account holder | $77 | $195-60.4% | $10,281-99.2% | $170-54.4% |