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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO. Service code 28 85 BROAD STREET · NEW YORK, NY 10004 | Investment Management | $51,609 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,965 | $52,306-75.2% | $69,779-81.4% | $62,881-79.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | -0.51% | 13.35%-13.9pp | 12.99%-13.5pp | 20.14%-20.7pp |
| Employer contribution / active EE | $1,053 | $1,799-41.5% | $2,338-55.0% | $2,281-53.9% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $191 | $3,691-94.8% | $4,381-95.6% | $4,296-95.6% |