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 |
|---|---|---|
OPPENHEIMER3 years Filed as: OPPENHEIMER & CO. INC. Service code 26 · EIN 13-5657518 | Advisory (Participants) | $22,203 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,734 | $136,307-56.2% | $177,827-66.4% | $73,493-18.7% |
| Participation rate | 51.6% | 86.1%-34.5pp | 87.7%-36.1pp | 70.7%-19.0pp |
| Annual return | 19.01% | 18.68%+0.3pp | 48.32%-29.3pp | 28.51%-9.5pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,584 | $5,829+13.0% | $7,713-14.6% | $3,740+76.0% |
| Admin fee / account holder | $426 | $596-28.5% | $12,429-96.6% | $513-17.0% |