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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER2+ years Filed as: OPPENHEIMER & CO. Service code 28 85 BROAD STREET · NEW YORK, NY 10004 | Investment Management | $50,737 |
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 | $14,288 | $56,544-74.7% | $75,501-81.1% | $70,126-79.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 11.10% | 23.59%-12.5pp | 27.35%-16.3pp | 73.15%-62.0pp |
| Employer contribution / active EE | $1,064 | $1,817-41.4% | $2,352-54.8% | $2,343-54.6% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $197 | $3,827-94.9% | $5,801-96.6% | $4,645-95.8% |