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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 | $106,110-2.0% | $147,005-29.3% | $77,671+33.9% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 15.52% | 56.77%-41.3pp | 418.76%-403.2pp | 31.21%-15.7pp |
| Employer contribution / active EE | $4,875 | $4,065+19.9% | $4,934-1.2% | $2,726+78.8% |
| Participant deferral / active EE | $7,568 | $7,992-5.3% | $8,070-6.2% | $4,648+62.8% |
| Admin fee / account holder | $201 | $338-40.5% | $13,006-98.5% | $430-53.3% |