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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO. INC. Service code 26 · EIN 13-5657518 | Advisory (Participants) | $5,991 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,783 | $79,523-51.2% | $140,019-72.3% | $56,287-31.1% |
| Participation rate | 37.3% | 85.7%-48.4pp | 87.5%-50.2pp | 69.9%-32.6pp |
| Annual return | 240.10% | 2.39%+237.7pp | 651.15%-411.1pp | -9.96%+250.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,562 | $5,129-69.6% | $6,927-77.5% | $3,350-53.4% |
| Admin fee / account holder | $149 | $614-75.7% | $10,705-98.6% | $521-71.3% |