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| Provider | Service type | Compensation |
|---|---|---|
ARVEST ASSET MANAGEMENT6 years Filed as: ARVEST WEALTH MANAGEMENT Service code 27 · EIN 71-0794602 | Advisory (Plan) | $20,325 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,877 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,199 | $88,186-39.7% | $165,071-67.8% | $74,459-28.6% |
| Participation rate | 96.4% | 73.1%+23.3pp | 78.6%+17.8pp | 67.2%+29.2pp |
| Annual return | 15.85% | 17.13%-1.3pp | 70.17%-54.3pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $2,114 | $2,600-18.7% | $4,347-51.4% | $2,626-19.5% |
| Participant deferral / active EE | $4,502 | $4,505-0.1% | $6,035-25.4% | $4,350+3.5% |
| Admin fee / account holder | $284 | $2,234-87.3% | $12,695-97.8% | $1,945-85.4% |