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| Provider | Service type | Compensation |
|---|---|---|
ARVEST ASSET MANAGEMENT4 years Filed as: ARVEST WEALTH MANAGEMENT Service code 27 · EIN 71-0794602 | Advisory (Plan) | $14,733 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,538 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,476 | $86,692-67.2% | $119,634-76.2% | $66,949-57.5% |
| Participation rate | 93.4% | 75.6%+17.8pp | 79.3%+14.2pp | 69.8%+23.6pp |
| Annual return | -14.47% | -8.00%-6.5pp | -14.98%+0.5pp | 1.57%-16.0pp |
| Employer contribution / active EE | $1,707 | $2,536-32.7% | $4,232-59.7% | $2,545-32.9% |
| Participant deferral / active EE | $3,192 | $4,360-26.8% | $5,601-43.0% | $4,239-24.7% |
| Admin fee / account holder | $214 | $755-71.7% | $10,329-97.9% | $594-64.0% |