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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-5674085 | Investment Management | $106,316 |
MSPC1 year Service code 10 · EIN 22-2951202 | Accounting | $40,491 |
OPPENHEIMER4+ years Filed as: OPPENHEIMER & CO. INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $29,503 |
JBM COMPUTER CONSULTANTS4+ years Filed as: JBM COMPUTER CONSULTANTS, INC. Service code 15 · EIN 16-1173118 | Recordkeeping | $14,038 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,890 | $41,467+17.9% | $67,313-27.4% | $55,725-12.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | -3.80% | 0.82%-4.6pp | -4.08%+0.3pp | 244.93%-248.7pp |
| Employer contribution / active EE | $6,953 | $1,316+428.2% | $2,566+171.0% | $2,078+234.6% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,568-100.0% | $3,356-100.0% |
| Admin fee / account holder | $760 | $102+644.5% | $4,507-83.1% | $115+559.7% |