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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER4+ years Filed as: OPPENHEIMER & CO., INC. Service code 21 · EIN 13-5657518 | Bank Trustee | $72,010 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | 0.60% | 4.63%-4.0pp | 29.77%-29.2pp | 12.16%-11.6pp |
| Employer contribution / active EE | $21,333 | $51,918-58.9% | $33,607-36.5% | $44,747-52.3% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |