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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER4 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $24,527 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,953 |
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 | $43,516 | $61,172-28.9% | $185,851-76.6% | $79,389-45.2% |
| Participation rate | 51.8% | 66.6%-14.8pp | 81.7%-29.9pp | 70.7%-18.9pp |
| Annual return | 12.68% | 19.45%-6.8pp | 122.11%-109.4pp | 116.89%-104.2pp |
| Employer contribution / active EE | $966 | $2,321-58.4% | $5,168-81.3% | $2,428-60.2% |
| Participant deferral / active EE | $2,887 | $2,788+3.6% | $5,569-48.1% | $4,046-28.6% |
| Admin fee / account holder | $226 | $710-68.1% | $16,245-98.6% | $626-63.9% |