Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ARVEST ASSET MANAGEMENT2 years Service code 27 P. O. BOX 1515 · LOWELL, AR 72745 | Advisory (Plan) | $21,719 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,103 |
Service code 13 707 N. SECOND ST. · ST. LOUIS, MO 63102 | Contract Administrator | $8,844 |
CONKLIN - GILPIN - WERTZ1 year Filed as: CONKLIN GILPIN & WERTZ PLLC Service code 27 2738 E 51ST ST. · TULSA, OK 74105 | Advisory (Plan) | $5,851 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,931 | $104,482-41.7% | $159,455-61.8% | $79,393-23.3% |
| Participation rate | 81.4% | 76.6%+4.8pp | 82.8%-1.5pp | 70.7%+10.7pp |
| Annual return | 13.79% | 67.96%-54.2pp | 263.63%-249.8pp | 116.87%-103.1pp |
| Employer contribution / active EE | $9,241 | $3,416+170.5% | $4,830+91.3% | $2,428+280.7% |
| Participant deferral / active EE | $7,178 | $6,467+11.0% | $7,353-2.4% | $4,046+77.4% |
| Admin fee / account holder | $331 | $711-53.5% | $10,800-96.9% | $627-47.2% |