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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER4 years Filed as: OPPENHEIMER & CO Service code 27 · EIN 13-5657518 | Advisory (Plan) | $56,850 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,844 |
PEGGY S. EDGE, CPA, LLC1 year Filed as: PEGGY S. EDGE, CPA LLC Service code 10 · EIN 26-4527814 | Accounting | $8,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,254 | $160,040-51.7% | $147,096-47.5% | $145,877-47.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 16.47% | 98.49%-82.0pp | 419.75%-403.3pp | 551.28%-534.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $371 | $15,050-97.5% | $13,005-97.1% | $13,402-97.2% |