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| Provider | Service type | Compensation |
|---|---|---|
ARVEST ASSET MANAGEMENT2 years Filed as: ARVEST WEALTH MANAGEMENT Service code 27 · EIN 71-0794602 | Advisory (Plan) | $12,249 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,829 |
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.)
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 | $44,027 | $81,474-46.0% | $133,956-67.1% | $73,493-40.1% |
| Participation rate | 42.1% | 76.4%-34.3pp | 79.8%-37.8pp | 70.7%-28.6pp |
| Annual return | 12.06% | 19.40%-7.3pp | 45.09%-33.0pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,080 | $2,209-51.1% | $3,919-72.4% | $2,270-52.4% |
| Participant deferral / active EE | $2,195 | $3,786-42.0% | $5,048-56.5% | $3,740-41.3% |
| Admin fee / account holder | $334 | $713-53.1% | $8,927-96.3% | $513-34.8% |