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| Provider | Service type | Compensation |
|---|---|---|
ARVEST ASSET MANAGEMENT6 years Filed as: ARVEST WEALTH MANAGEMENT Service code 27 · EIN 71-0794602 | Advisory (Plan) | $20,325 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,877 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,199 | $88,137-39.6% | $164,975-67.8% | $74,429-28.5% |
| Participation rate | 96.4% | 73.1%+23.3pp | 78.6%+17.8pp | 67.2%+29.2pp |
| Annual return | 15.85% | 17.13%-1.3pp | 70.12%-54.3pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $2,114 | $2,597-18.6% | $4,343-51.3% | $2,625-19.5% |
| Participant deferral / active EE | $4,502 | $4,5010% | $6,033-25.4% | $4,348+3.5% |
| Admin fee / account holder | $284 | $2,231-87.3% | $12,688-97.8% | $1,944-85.4% |