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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,439 |
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $8,559 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,484 | $92,186-39.8% | $105,624-47.5% | $77,762-28.6% |
| Participation rate | 63.7% | 81.0%-17.4pp | 75.3%-11.6pp | 70.6%-6.9pp |
| Annual return | 10.91% | 17.83%-6.9pp | 116.20%-105.3pp | 31.27%-20.4pp |
| Employer contribution / active EE | $446 | $3,376-86.8% | $3,168-85.9% | $2,728-83.6% |
| Participant deferral / active EE | $3,643 | $5,395-32.5% | $5,013-27.3% | $4,651-21.7% |
| Admin fee / account holder | $154 | $219-29.7% | $10,961-98.6% | $433-64.4% |