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 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 | $92,090-39.8% | $106,201-47.8% | $77,671-28.6% |
| Participation rate | 63.7% | 81.0%-17.4pp | 75.3%-11.6pp | 70.6%-6.9pp |
| Annual return | 10.91% | 17.89%-7.0pp | 116.26%-105.3pp | 31.21%-20.3pp |
| Employer contribution / active EE | $446 | $3,368-86.8% | $3,170-85.9% | $2,726-83.6% |
| Participant deferral / active EE | $3,643 | $5,386-32.4% | $5,012-27.3% | $4,648-21.6% |
| Admin fee / account holder | $154 | $219-29.7% | $11,039-98.6% | $430-64.2% |