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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER6+ years Filed as: OPPENHEIMER & CO., INC. Service code 21 · EIN 13-5657518 | Bank Trustee | $100,074 |
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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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 22.14% | 4.93%+17.2pp | 7.32%+14.8pp | 9.30%+12.8pp |
| Employer contribution / active EE | $25,000 | $32,616-23.4% | $23,426+6.7% | $43,748-42.9% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |