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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER3+ years Filed as: OPPENHEIMER & CO., INC. Service code 21 · EIN 13-5657518 | Bank Trustee | $68,663 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | 6.91% | -5.34%+12.3pp | 12.68%-5.8pp | -82.67%+89.6pp |
| Employer contribution / active EE | $19,444 | $31,322-37.9% | $22,860-14.9% | $43,771-55.6% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |