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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $7,974 |
ARVEST ASSET MANAGEMENT1 year Filed as: ARVEST ASSET Service code 27 PO BOX 1515 · LOWELL, AR 72742 | Advisory (Plan) | $5,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,470 | $75,959-73.1% | $154,114-86.7% | $64,181-68.1% |
| Participation rate | 57.4% | 70.4%-13.0pp | 83.0%-25.6pp | 69.6%-12.1pp |
| Annual return | -6.64% | 30.32%-37.0pp | 735.16%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,566 | $3,350-53.3% | $5,298-70.4% | $2,381-34.2% |
| Participant deferral / active EE | $2,583 | $3,175-18.6% | $5,081-49.2% | $3,470-25.6% |
| Admin fee / account holder | $221 | $5,589-96.0% | $13,411-98.4% | $4,887-95.5% |