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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER3 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $21,090 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,115 | $58,895-35.3% | $178,503-78.6% | $73,497-48.1% |
| Participation rate | 53.3% | 66.2%-12.9pp | 81.9%-28.6pp | 70.7%-17.3pp |
| Annual return | 11.93% | 24.86%-12.9pp | 151.12%-139.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $961 | $2,236-57.0% | $5,011-80.8% | $2,270-57.7% |
| Participant deferral / active EE | $2,609 | $2,567+1.6% | $5,202-49.9% | $3,740-30.2% |
| Admin fee / account holder | $192 | $400-52.2% | $13,987-98.6% | $513-62.7% |