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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Service code 21 PO BOX 880 · TULSA, OK 74101 | Bank Trustee | $14,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,165 | $58,895-59.0% | $178,503-86.5% | $73,497-67.1% |
| Participation rate | 48.0% | 66.2%-18.2pp | 81.9%-33.9pp | 70.7%-22.7pp |
| Annual return | 14.55% | 24.86%-10.3pp | 151.12%-136.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $272 | $2,236-87.8% | $5,011-94.6% | $2,270-88.0% |
| Participant deferral / active EE | $1,315 | $2,567-48.8% | $5,202-74.7% | $3,740-64.8% |
| Admin fee / account holder | $236 | $400-41.0% | $13,987-98.3% | $513-54.0% |