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| Provider | Service type | Compensation |
|---|---|---|
ARVEST ASSET MANAGEMENT3 years Service code 27 P. O. BOX 1515 · LOWELL, AR 72745 | Advisory (Plan) | $20,405 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,445 |
Service code 13 707 N. SECOND ST. · ST. LOUIS, MO 63102 | Contract Administrator | $7,181 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,113 | $84,493-40.7% | $125,381-60.0% | $66,938-25.1% |
| Participation rate | 74.6% | 76.4%-1.8pp | 82.4%-7.8pp | 69.8%+4.8pp |
| Annual return | -10.81% | -8.49%-2.3pp | 572.31%-583.1pp | 1.58%-12.4pp |
| Employer contribution / active EE | $6,015 | $3,554+69.3% | $4,815+24.9% | $2,545+136.3% |
| Participant deferral / active EE | $5,153 | $6,783-24.0% | $7,448-30.8% | $4,238+21.6% |
| Admin fee / account holder | $261 | $685-62.0% | $10,007-97.4% | $594-56.1% |