Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $33,958 |
OPPENHEIMER1 year Filed as: OPPENHEIMER AND CO Service code 16 · EIN 13-5657518 | Consulting | $16,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,746 | $78,976-34.5% | $100,383-48.5% | $74,546-30.6% |
| Participation rate | 50.3% | 79.5%-29.2pp | 81.5%-31.2pp | 67.2%-16.9pp |
| Annual return | 14.47% | 20.62%-6.1pp | 49.26%-34.8pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $1,281 | $3,019-57.6% | $3,944-67.5% | $2,624-51.2% |
| Participant deferral / active EE | $2,367 | $7,758-69.5% | $8,086-70.7% | $4,347-45.6% |
| Admin fee / account holder | $10 | $1,330-99.3% | $7,900-99.9% | $1,944-99.5% |