Filed January 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 06-1050034 | Accounting | $270,285 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO., INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $42,300 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 · EIN 38-1357951 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,431 | $82,422-25.5% | $67,652-9.2% | $67,505-9.0% |
| Participation rate | 58.6% | 84.2%-25.6pp | 75.7%-17.1pp | 71.2%-12.6pp |
| Annual return | 1.70% | 12.72%-11.0pp | 6625.40%-6623.7pp | 6.52%-4.8pp |
| Employer contribution / active EE | $1,892 | $2,879-34.3% | $2,266-16.5% | $2,173-12.9% |
| Participant deferral / active EE | $3,737 | $5,020-25.6% | $3,560+5.0% | $3,597+3.9% |
| Admin fee / account holder | $94 | $53+76.4% | $4,821-98.1% | $56+67.2% |