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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER3 years Filed as: OPPENHEIMER & CO. INC. Service code 15 · EIN 13-5657518 | Recordkeeping | $24,455 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,469 | $84,499-4.8% | $125,391-35.8% | $66,949+20.2% |
| Participation rate | 59.0% | 76.4%-17.4pp | 82.4%-23.3pp | 69.8%-10.8pp |
| Annual return | -16.19% | -8.49%-7.7pp | 572.41%-588.6pp | 1.57%-17.8pp |
| Employer contribution / active EE | $1,456 | $3,554-59.0% | $4,816-69.8% | $2,545-42.8% |
| Participant deferral / active EE | $4,245 | $6,785-37.4% | $7,448-43.0% | $4,239+0.1% |
| Admin fee / account holder | $322 | $685-53.0% | $10,009-96.8% | $594-45.8% |