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, NA1+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $7,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,839 | $46,360-33.5% | $147,617-79.1% | $52,331-41.1% |
| Participation rate | 53.2% | 64.9%-11.7pp | 84.6%-31.4pp | 68.1%-14.9pp |
| Annual return | -2.74% | 1.62%-4.4pp | 61.98%-64.7pp | 4.54%-7.3pp |
| Employer contribution / active EE | $1,147 | $2,126-46.1% | $5,564-79.4% | $1,882-39.1% |
| Participant deferral / active EE | $1,213 | $2,258-46.3% | $4,895-75.2% | $3,022-59.8% |
| Admin fee / account holder | $118 | $766-84.6% | $11,612-99.0% | $592-80.0% |