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| Provider | Service type | Compensation |
|---|---|---|
ADAM DOWNS2 years Filed as: ADAM KUETTEL DBA KUETTEL CAPITALLLC Service code 27 609 SW 8TH ST. · BENTONVILLE, AR 72712 | Advisory (Plan) | $13,333 |
ARVEST ASSET MANAGEMENT1 year Service code 27 P. O. BOX 1515 · LOWELL, AR 72745 | Advisory (Plan) | $8,902 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,630 |
Service code 13 707 N. SECOND ST. · ST. LOUIS, MO 63102 | Contract Administrator | $6,062 |
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 | $44,769 | $99,957-55.2% | $149,745-70.1% | $73,497-39.1% |
| Participation rate | 84.1% | 75.7%+8.4pp | 82.5%+1.7pp | 70.7%+13.5pp |
| Annual return | 17.11% | 53.87%-36.8pp | 276.72%-259.6pp | 28.51%-11.4pp |
| Employer contribution / active EE | $7,776 | $3,191+143.7% | $4,646+67.4% | $2,270+242.5% |
| Participant deferral / active EE | $5,576 | $6,073-8.2% | $6,843-18.5% | $3,740+49.1% |
| Admin fee / account holder | $230 | $551-58.3% | $9,312-97.5% | $513-55.2% |