LocationTulsa, OK
Asset Size$49.6MM
Number of Participants100 – 499 Participants
BusinessOil & Gas/Energy
Participation rate99%
Avg. deferral rate8.7%
No. of funds offered16
Investment ReviewQuarterly
True-up featureYes
Match Vesting PeriodImmediate
EligibilityImmediate
Default deferral rate3%
Default investmentModel portfolio
Auto-escalationOpt-out
Systematic withdrawalsYes
Fee equalizationNo
Match Rate100% of first 6% of salary
% receiving full match>75%
Max Employer Contribution>10.0%
  
Financial education: 
Saving/budgetingx
Investing strategiesx
College savingx
Credit/debt mgtx
Tax/estate planningx
Retiree health costs/savings optionsx
  
RecordkeeperBOK Financial Services
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