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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER5+ years Filed as: OPPENHEIMER & CO., INC. Service code 21 · EIN 13-5657518 | Bank Trustee | $71,376 |
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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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | 9.69% | -14.68%+24.4pp | -2.84%+12.5pp | 259.17%-249.5pp |
| Employer contribution / active EE | $21,429 | $47,728-55.1% | $33,329-35.7% | $41,471-48.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |