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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA9+ years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $5,181 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,877 | $89,093-49.6% | $102,434-56.2% | $77,736-42.3% |
| Participation rate | 88.1% | 80.9%+7.2pp | 76.5%+11.6pp | 70.6%+17.5pp |
| Annual return | 17.28% | 25.03%-7.8pp | 29.46%-12.2pp | 31.26%-14.0pp |
| Employer contribution / active EE | $2,673 | $2,699-1.0% | $3,023-11.6% | $2,728-2.0% |
| Participant deferral / active EE | $4,381 | $5,147-14.9% | $5,055-13.3% | $4,651-5.8% |
| Admin fee / account holder | $19 | $236-92.1% | $9,462-99.8% | $433-95.7% |