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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER1+ years Filed as: OPPENHEIMER & COMPANY INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $42,500 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,192 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,980 | $57,921-1.6% | $84,753-32.8% | $57,658-1.2% |
| Participation rate | 89.4% | 72.9%+16.5pp | 76.6%+12.8pp | 70.2%+19.2pp |
| Annual return | -3.90% | 10.24%-14.1pp | 22.78%-26.7pp | 5.13%-9.0pp |
| Employer contribution / active EE | $2,143 | $2,598-17.5% | $3,574-40.1% | $1,974+8.6% |
| Participant deferral / active EE | $2,460 | $2,742-10.3% | $3,712-33.7% | $3,061-19.6% |
| Admin fee / account holder | $16 | $130-87.6% | $5,333-99.7% | $95-82.9% |