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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-5674085 | Investment Management | $112,788 |
MSPC2 years Service code 10 · EIN 22-2951202 | Accounting | $33,497 |
OPPENHEIMER5+ years Filed as: OPPENHEIMER & CO. INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $30,771 |
JBM COMPUTER CONSULTANTS5+ years Filed as: JBM COMPUTER CONSULTANTS, INC. Service code 15 · EIN 16-1173118 | Recordkeeping | $9,111 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,764 | $46,423+28.7% | $75,894-21.3% | $67,579-11.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 69.3%+30.7pp | 71.3%+28.7pp |
| Annual return | 16.27% | 32.29%-16.0pp | 30.76%-14.5pp | 378.56%-362.3pp |
| Employer contribution / active EE | $7,304 | $1,406+419.4% | $2,501+192.1% | $2,148+240.1% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $759 | $132+476.0% | $5,420-86.0% | $142+433.4% |