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| Provider | Service type | Compensation |
|---|---|---|
ARVEST ASSET MANAGEMENT1 year Filed as: ARVEST BANK Service code 27 · EIN 71-0118700 | Advisory (Plan) | $20,300 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,009 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,489 | $91,760-36.3% | $156,181-62.6% | $67,986-14.0% |
| Participation rate | 94.2% | 65.0%+29.2pp | 78.8%+15.3pp | 57.2%+37.0pp |
| Annual return | 12.18% | 18.14%-6.0pp | 64.87%-52.7pp | 31.67%-19.5pp |
| Employer contribution / active EE | $2,058 | $2,419-14.9% | $4,294-52.1% | $2,019+2.0% |
| Participant deferral / active EE | $4,587 | $3,960+15.8% | $6,132-25.2% | $3,358+36.6% |
| Admin fee / account holder | $295 | $3,949-92.5% | $14,586-98.0% | $3,203-90.8% |