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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,781 |
ARVEST ASSET MANAGEMENT1 year Filed as: ARVEST WEALTH MANAGEMENT Service code 27 · EIN 71-0794602 | Advisory (Plan) | $6,822 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,760 | $86,341-29.6% | $125,195-51.5% | $65,186-6.8% |
| Participation rate | 32.9% | 75.3%-42.4pp | 79.8%-46.9pp | 70.2%-37.3pp |
| Annual return | 23.81% | 27.44%-3.6pp | 43.79%-20.0pp | 29.39%-5.6pp |
| Employer contribution / active EE | $921 | $2,040-54.8% | $3,866-76.2% | $2,177-57.7% |
| Participant deferral / active EE | $1,859 | $3,538-47.5% | $4,937-62.3% | $3,514-47.1% |
| Admin fee / account holder | $388 | $609-36.3% | $9,704-96.0% | $847-54.2% |