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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Service code 25 · EIN 73-6210970 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Directed Trustee | $106,961 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,509 | $68,110-24.4% | $155,556-66.9% | $99,313-48.1% |
| Participation rate | 11.4% | 67.8%-56.4pp | 78.2%-66.8pp | 71.7%-60.3pp |
| Annual return | 34.58% | 16.16%+18.4pp | 64.84%-30.3pp | 17.67%+16.9pp |
| Employer contribution / active EE | $348 | $2,291-84.8% | $4,675-92.6% | $3,264-89.3% |
| Participant deferral / active EE | $873 | $3,865-77.4% | $5,631-84.5% | $5,346-83.7% |
| Admin fee / account holder | $94 | $94+0.4% | $15,885-99.4% | $109-13.5% |