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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,842 |
OPPENHEIMER5+ years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $9,223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,359 | $52,293-64.9% | $178,503-89.7% | $73,412-75.0% |
| Participation rate | 49.4% | 65.3%-15.9pp | 81.9%-32.5pp | 72.2%-22.8pp |
| Annual return | 9.08% | 34.75%-25.7pp | 151.12%-142.0pp | 59.30%-50.2pp |
| Employer contribution / active EE | $1,000 | $1,736-42.4% | $5,011-80.1% | $2,234-55.2% |
| Participant deferral / active EE | $721 | $2,333-69.1% | $5,202-86.1% | $3,806-81.0% |
| Admin fee / account holder | $138 | $127+8.0% | $13,987-99.0% | $158-12.9% |