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| Provider | Service type | Compensation |
|---|---|---|
ARVEST ASSET MANAGEMENT1 year Service code 55 729 W MAIN ST · DUNCAN, OK 73533 | Other Commissions | $6,044 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,495 | $63,924-21.0% | $108,582-53.5% | $55,167-8.5% |
| Participation rate | 21.7% | 74.3%-52.6pp | 79.6%-57.8pp | 69.0%-47.3pp |
| Annual return | 20.47% | 15.31%+5.2pp | -51.70%+72.2pp | 169.23%-148.8pp |
| Employer contribution / active EE | $577 | $1,879-69.3% | $3,758-84.7% | $1,963-70.6% |
| Participant deferral / active EE | $1,033 | $3,067-66.3% | $4,311-76.0% | $3,054-66.2% |
| Admin fee / account holder | $64 | $618-89.7% | $7,645-99.2% | $504-87.3% |