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| Provider | Service type | Compensation |
|---|---|---|
AREVEST WEALTH MANAGEMENT2 years Service code 17 921 W MONROE · LOWELL, AR 727459683 | Pension Consulting | $56,526 |
RETIREMENT, LLC3 years Filed as: RETIREMENT LLC - SERIES TWO Service code 10 13838 QUAIL POINTE DRIVE, SUITE B · OKLAHOMA CITY, OK 73134 | Accounting | $8,599 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 15 · EIN 82-4555287 | Recordkeeping | $3,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,379 | $50,860-42.2% | $155,574-81.1% | $77,714-62.2% |
| Participation rate | 70.9% | 63.1%+7.7pp | 78.2%-7.4pp | 70.6%+0.3pp |
| Annual return | 15.68% | 34.86%-19.2pp | 64.87%-49.2pp | 31.26%-15.6pp |
| Employer contribution / active EE | $2,434 | $1,991+22.2% | $4,676-48.0% | $2,727-10.8% |
| Participant deferral / active EE | $2,135 | $2,825-24.4% | $5,629-62.1% | $4,649-54.1% |
| Admin fee / account holder | $69 | $436-84.1% | $15,914-99.6% | $433-84.0% |