Filed November 20, 2019
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6+ years Service code 25 P.O. BOX 880 · TULSA, OK 74101 | Directed Trustee | $12,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,065 | $97,541-74.3% | $149,751-83.3% | $106,273-76.4% |
| Participation rate | 0.1% | 66.8%-66.8pp | 82.5%-82.4pp | 70.8%-70.7pp |
| Annual return | 25.99% | 24.23%+1.8pp | 276.71%-250.7pp | 21.70%+4.3pp |
| Employer contribution / active EE | $0 | $2,504-100.0% | $4,646-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $3 | $6,023-100.0% | $6,843-100.0% | $4,601-99.9% |
| Admin fee / account holder | $166 | $72+131.2% | $9,312-98.2% | $78+111.5% |