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| 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 | $146,267-26.1% | $197,124-45.2% | $82,448+31.1% |
| Participation rate | 82.1% | 84.0%-1.9pp | 86.7%-4.6pp | 68.1%+14.0pp |
| Annual return | 15.25% | 29.61%-14.4pp | 44.34%-29.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $26 | $4,723-99.4% | $6,227-99.6% | $2,551-99.0% |
| Participant deferral / active EE | $4,774 | $7,035-32.1% | $9,135-47.7% | $4,139+15.3% |
| Admin fee / account holder | $709 | $14,422-95.1% | $16,298-95.7% | $7,234-90.2% |