Filed June 5, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ARVEST ASSET MANAGEMENT6 years Filed as: ARVEST WEALTH MANAGEMENT Service code 27 PO BOX 1515 · LOWELL, AR 72745 | Advisory (Plan) | $15,964 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,872 | $50,919-21.7% | $155,556-74.4% | $77,762-48.7% |
| Participation rate | 37.5% | 63.1%-25.6pp | 78.2%-40.7pp | 70.6%-33.1pp |
| Annual return | 14.50% | 34.84%-20.3pp | 64.84%-50.3pp | 31.27%-16.8pp |
| Employer contribution / active EE | $593 | $1,991-70.2% | $4,675-87.3% | $2,728-78.3% |
| Participant deferral / active EE | $1,862 | $2,824-34.1% | $5,631-66.9% | $4,651-60.0% |
| Admin fee / account holder | $141 | $437-67.8% | $15,885-99.1% | $433-67.5% |