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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Filed as: BOKF, N A Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $1,500 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,492 | $59,006-38.2% | $97,295-62.5% | $74,478-51.0% |
| Participation rate | 41.1% | 63.7%-22.6pp | 72.7%-31.6pp | 67.2%-26.1pp |
| Annual return | 12.59% | 16.04%-3.5pp | 75.62%-63.0pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $555 | $1,894-70.7% | $2,723-79.6% | $2,626-78.9% |
| Participant deferral / active EE | $1,155 | $3,671-68.5% | $4,264-72.9% | $4,350-73.4% |
| Admin fee / account holder | $14 | $1,974-99.3% | $5,646-99.8% | $1,946-99.3% |