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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER3 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $56,243 |
JONES & MALHOTRA1 year Service code 10 · EIN 95-4668647 | Accounting | $11,481 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,344 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,294 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,727 | $90,064-14.8% | $100,392-23.6% | $77,736-1.3% |
| Participation rate | 73.5% | 81.3%-7.8pp | 81.5%-8.0pp | 70.6%+2.9pp |
| Annual return | 16.78% | 20.61%-3.8pp | 49.45%-32.7pp | 31.26%-14.5pp |
| Employer contribution / active EE | $5,266 | $3,043+73.0% | $3,941+33.6% | $2,728+93.1% |
| Participant deferral / active EE | $10,004 | $8,282+20.8% | $8,090+23.7% | $4,651+115.1% |
| Admin fee / account holder | $210 | $172+22.1% | $7,904-97.3% | $433-51.5% |