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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER7 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $28,481 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,406 | $50,860+8.9% | $155,574-64.4% | $77,714-28.7% |
| Participation rate | 38.7% | 63.1%-24.5pp | 78.2%-39.6pp | 70.6%-31.9pp |
| Annual return | 12.17% | 34.86%-22.7pp | 64.87%-52.7pp | 31.26%-19.1pp |
| Employer contribution / active EE | $780 | $1,991-60.8% | $4,676-83.3% | $2,727-71.4% |
| Participant deferral / active EE | $2,409 | $2,825-14.7% | $5,629-57.2% | $4,649-48.2% |
| Admin fee / account holder | $286 | $436-34.5% | $15,914-98.2% | $433-34.0% |