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| Provider | Service type | Compensation |
|---|---|---|
ARVEST ASSET MANAGEMENT4 years Service code 27 P. O. BOX 1515 · LOWELL, AR 72745 | Advisory (Plan) | $22,218 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,543 |
Service code 13 707 N. SECOND ST. · ST. LOUIS, MO 63102 | Contract Administrator | $6,703 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,921 | $162,322-60.6% | $135,974-53.0% | - |
| Participation rate | 74.7% | 71.5%+3.2pp | 81.9%-7.2pp | - |
| Annual return | 17.60% | 15.59%+2.0pp | 68.30%-50.7pp | - |
| Employer contribution / active EE | $7,907 | $3,400+132.6% | $4,859+62.7% | - |
| Participant deferral / active EE | $6,532 | $5,722+14.2% | $7,760-15.8% | - |
| Admin fee / account holder | $272 | $23,877-98.9% | $10,767-97.5% | - |