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| Provider | Service type | Compensation |
|---|---|---|
ARVEST ASSET MANAGEMENT3+ years Service code 16 921 W MONROE · LOWELL, AR 727459683 | Consulting | $19,574 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 12 3500 WISEMAN BLVD · SAN ANTONIO, TX 782514321 | Claims processing; Trustee (discretio... | $5,643 |
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 | $21,882 | $46,173-52.6% | $170,435-87.2% | $69,631-68.6% |
| Participation rate | 84.0% | 63.9%+20.1pp | 83.6%+0.4pp | 70.7%+13.3pp |
| Annual return | 16.12% | 21.62%-5.5pp | 205.94%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,872 | $1,610+16.3% | $5,432-65.5% | $2,032-7.9% |
| Participant deferral / active EE | $1,831 | $2,080-12.0% | $4,939-62.9% | $3,224-43.2% |
| Admin fee / account holder | $76 | $116-34.1% | $13,881-99.4% | $110-30.8% |