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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,016 |
ARVEST ASSET MANAGEMENT3 years Filed as: ARVEST WEALTH MANAGEMENT Service code 27 · EIN 71-0794602 | Advisory (Plan) | $13,407 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,955 | $93,182-68.9% | $146,647-80.3% | $79,389-63.5% |
| Participation rate | 92.5% | 76.4%+16.1pp | 80.1%+12.5pp | 70.7%+21.8pp |
| Annual return | 15.97% | 21.61%-5.6pp | 22.75%-6.8pp | 116.89%-100.9pp |
| Employer contribution / active EE | $1,593 | $2,420-34.2% | $4,137-61.5% | $2,428-34.4% |
| Participant deferral / active EE | $2,972 | $4,169-28.7% | $5,506-46.0% | $4,046-26.6% |
| Admin fee / account holder | $202 | $585-65.5% | $10,281-98.0% | $626-67.8% |