Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5 years Service code 21 PO BOX 880 · TULSA, OK 74101 | Bank Trustee | $17,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,857 | $81,276-65.7% | $155,574-82.1% | $80,925-65.6% |
| Participation rate | 44.9% | 66.2%-21.3pp | 78.2%-33.3pp | 67.7%-22.8pp |
| Annual return | 11.73% | 33.36%-21.6pp | 64.87%-53.1pp | 35.65%-23.9pp |
| Employer contribution / active EE | $408 | $3,103-86.8% | $4,676-91.3% | $2,756-85.2% |
| Participant deferral / active EE | $1,899 | $3,453-45.0% | $5,629-66.3% | $4,299-55.8% |
| Admin fee / account holder | $267 | $7,993-96.7% | $15,914-98.3% | $6,940-96.1% |