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| Provider | Service type | Compensation |
|---|---|---|
ARVEST ASSET MANAGEMENT6+ years Service code 16 921 W MONROE · LOWELL, AR 727459683 | Consulting | $32,051 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 12 3500 WISEMAN BLVD · SAN ANTONIO, TX 782514321 | Custodial (other than securities); Cl... | $2,965 |
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 | $23,869 | $52,293-54.4% | $178,499-86.6% | $73,412-67.5% |
| Participation rate | 80.4% | 65.3%+15.0pp | 81.9%-1.5pp | 72.2%+8.2pp |
| Annual return | 22.15% | 34.75%-12.6pp | 151.10%-129.0pp | 59.30%-37.1pp |
| Employer contribution / active EE | $2,012 | $1,735+15.9% | $5,011-59.9% | $2,234-9.9% |
| Participant deferral / active EE | $1,702 | $2,332-27.0% | $5,202-67.3% | $3,806-55.3% |
| Admin fee / account holder | $57 | $127-54.9% | $13,986-99.6% | $158-63.6% |