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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 | $145,431-25.7% | $211,142-48.8% | $87,485+23.6% |
| Participation rate | 82.1% | 84.7%-2.7pp | 87.3%-5.2pp | 68.9%+13.2pp |
| Annual return | 15.25% | 27.21%-12.0pp | 46.84%-31.6pp | 26.06%-10.8pp |
| Employer contribution / active EE | $26 | $4,662-99.4% | $6,442-99.6% | $2,596-99.0% |
| Participant deferral / active EE | $4,774 | $6,859-30.4% | $9,284-48.6% | $4,274+11.7% |
| Admin fee / account holder | $709 | $17,052-95.8% | $19,076-96.3% | $7,775-90.9% |