Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER8 years Filed as: OPPENHEIMER & CO. INC. Service code 26 · EIN 13-5657518 | Advisory (Participants) | $27,734 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,704 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $108,096 | $142,972-24.4% | $214,702-49.7% | $86,983+24.3% |
| Participation rate | 82.1% | 84.9%-2.8pp | 87.5%-5.4pp | 69.5%+12.5pp |
| Annual return | 15.25% | 18.49%-3.2pp | 54.55%-39.3pp | 25.83%-10.6pp |
| Employer contribution / active EE | $26 | $4,635-99.4% | $6,461-99.6% | $2,584-99.0% |
| Participant deferral / active EE | $4,774 | $6,568-27.3% | $9,147-47.8% | $4,194+13.8% |
| Admin fee / account holder | $709 | $17,617-96.0% | $19,830-96.4% | $7,856-91.0% |