Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Service code 25 · EIN 91-2090931 P.O. BOX 880 · TULSA, OK 74101 | Directed Trustee | $32,820 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,263 | $200,096-82.4% | $76,383-53.8% | $200,096-82.4% |
| Participation rate | 98.7% | 72.0%+26.7pp | 79.3%+19.4pp | 72.0%+26.7pp |
| Annual return | 13.24% | 34.26%-21.0pp | 13.79%-0.6pp | 34.26%-21.0pp |
| Employer contribution / active EE | $2,038 | $3,038-32.9% | $4,587-55.6% | $3,038-32.9% |
| Participant deferral / active EE | $3,683 | $5,090-27.6% | $5,474-32.7% | $5,090-27.6% |
| Admin fee / account holder | $23 | $269-91.6% | $5,147-99.6% | $269-91.6% |