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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4 years Service code 19 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74102 | Securities Custodian | $79,638 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,984 | $106,264-2.1% | $147,117-29.3% | $77,762+33.7% |
| Participation rate | 99.2% | 78.4%+20.7pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 15.52% | 56.94%-41.4pp | 420.54%-405.0pp | 31.27%-15.7pp |
| Employer contribution / active EE | $4,875 | $4,074+19.7% | $4,932-1.2% | $2,728+78.7% |
| Participant deferral / active EE | $7,568 | $8,003-5.4% | $8,065-6.2% | $4,651+62.7% |
| Admin fee / account holder | $201 | $334-39.9% | $12,993-98.5% | $433-53.6% |