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| Provider | Service type | Compensation |
|---|---|---|
ARVEST ASSET MANAGEMENT4+ years Service code 16 921 W MONROE · LOWELL, AR 727459683 | Consulting | $24,344 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 12 3500 WISEMAN BLVD · SAN ANTONIO, TX 782514321 | Direct payment from the plan; Claims ... | $2,265 |
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 | $19,461 | $37,196-47.7% | $154,111-87.4% | $55,725-65.1% |
| Participation rate | 81.2% | 64.1%+17.1pp | 83.0%-1.8pp | 70.9%+10.4pp |
| Annual return | -2.54% | 1319.68%-1322.2pp | 735.18%-737.7pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,806 | $1,614+11.9% | $5,298-65.9% | $2,078-13.1% |
| Participant deferral / active EE | $1,763 | $2,068-14.7% | $5,081-65.3% | $3,356-47.5% |
| Admin fee / account holder | $70 | $102-31.3% | $13,411-99.5% | $115-39.4% |