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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER9 years Filed as: OPPENHEIMER & CO Service code 27 · EIN 13-5657518 | Advisory (Plan) | $77,383 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,847 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,708 | $101,591-32.4% | $147,096-53.3% | $74,429-7.7% |
| Participation rate | 86.4% | 75.5%+10.9pp | 82.2%+4.2pp | 67.2%+19.2pp |
| Annual return | 20.13% | 8746.45%-8726.3pp | 419.75%-399.6pp | 1368.38%-1348.3pp |
| Employer contribution / active EE | $2,623 | $3,813-31.2% | $4,936-46.9% | $2,625-0.1% |
| Participant deferral / active EE | $16,088 | $7,302+120.3% | $8,071+99.3% | $4,348+270.0% |
| Admin fee / account holder | $191 | $1,750-89.1% | $13,005-98.5% | $1,944-90.2% |