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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER2+ years Filed as: OPPENHEIMER & CO., INC. Service code 55 | Other Commissions | $31,127 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,363 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER & CO. INC. Service code 63 · EIN 13-5657518 | 12b-1 Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,652 | $50,898+133.1% | $171,082-30.6% | $55,167+115.1% |
| Participation rate | 58.9% | 63.3%-4.4pp | 76.7%-17.8pp | 69.0%-10.1pp |
| Annual return | 5.71% | 15.34%-9.6pp | 32.56%-26.8pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,492 | $1,433+4.1% | $4,002-62.7% | $1,963-24.0% |
| Participant deferral / active EE | $5,963 | $2,994+99.2% | $4,797+24.3% | $3,054+95.2% |
| Admin fee / account holder | $23 | $500-95.5% | $8,520-99.7% | $504-95.5% |