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| Provider | Service type | Compensation |
|---|---|---|
ARVEST ASSET MANAGEMENT5+ years Service code 16 921 W MONROE · LOWELL, AR 727459683 | Consulting | $27,058 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 12 3500 WISEMAN BLVD · SAN ANTONIO, TX 782514321 | Custodial (other than securities); Di... | $3,970 |
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 | $21,440 | $62,928-65.9% | $172,755-87.6% | $67,579-68.3% |
| Participation rate | 73.1% | 64.5%+8.6pp | 82.6%-9.6pp | 71.3%+1.8pp |
| Annual return | 19.66% | 30.36%-10.7pp | 802.94%-783.3pp | 378.56%-358.9pp |
| Employer contribution / active EE | $1,561 | $1,636-4.6% | $5,144-69.7% | $2,148-27.3% |
| Participant deferral / active EE | $1,596 | $2,145-25.6% | $5,198-69.3% | $3,539-54.9% |
| Admin fee / account holder | $65 | $167-60.7% | $13,955-99.5% | $142-54.0% |