Filed November 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA8+ years Service code 25 P.O. BOX 880 · TULSA, OK 74101 | Directed Trustee | $15,040 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,178 | $90,195-76.5% | $125,363-83.1% | $89,394-76.3% |
| Participation rate | 0.0% | 72.4%-72.4pp | 82.4%-82.4pp | 71.3%-71.3pp |
| Annual return | -15.92% | -6.51%-9.4pp | 572.15%-588.1pp | -11.89%-4.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $4,815-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $1 | $7,170-100.0% | $7,447-100.0% | $5,123-100.0% |
| Admin fee / account holder | $157 | $69+126.9% | $10,005-98.4% | $79+98.1% |