2020
Recordkeeping Survey

Providers

BOK Financial

https://www.bokfinancial.com/
Assets ($MM) by Plan Type
Ranked #41$9,045
401(k)85%
403(b)1%
457 <1%
NQDC<1%
Other14%
Participants by Plan Size
Ranked #45126,559
<$10MM24%
$10MM – $50MM38%
>$50MM – $200MM25%
>$200MM13%
Plans by Count
Ranked #50672
% Third-party administration
0%
Related Offerings
HSA integrationvia Partnership/other strategy
Student Loan Repaymentvia 3rd party
Financial wellness options2 – 4
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 app
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