2019 Recordkeeping Survey

Breaking down the DC industry by plan type.

Providers

To access this premium content, please sign up for a free account!

BOK Financial

www.bokf.com
PROFILE2018RANK
Assets ($MM)$7,519 41
Plans68251
Participants125,95345
Participants by Plan Size
<$5MM18,743
$5MM – $25MM48,247
>$25MM – $100MM35,989
>$100MM – $500MM12,527
>$500MM10,447
Plans by Channel
Direct sold 100%
Intermediary sold 0%
Assets ($MM) by Plan Type
401(k)$6,688
403(b)$84
457 $38
NQDC$52
All Other$657
Service Offerings
New client restrictionsNone
Multiple service modelsNo
Offers corporate trustee servicesYes - direct offering
# of internal ERISA counsel0
Will act as §3(16) fiduciaryNo
Participant Services
Call center hoursWeekdays: 8 a.m. - 8 p.m. ET
Online chat supportNo
Mobile appYes
Managed account optionsProprietary offering
Retirement Income
Displays retirement income estimate on statementsNo
Offers in-plan guaranteed retirement income productsYes
Offers out-of-plan annuity bidding serviceYes
Recordkeeping PlatformFIS Omni
1 7 8 9

Recordkeeping Survey Archive

As a complement to our Defined Contribution Survey - which measures how satisfied DC clients are with their providers - our annual Recordkeeping Survey gives employers the chance to see exactly which products and services each provider offers, as well as listing information on total assets and overall client demographics. This survey, as opposed to the DC survey, is comprised of data collected from the providers themselves.