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| Provider | Service type | Compensation |
|---|---|---|
OXFORD ASSET MANAGEMENT, LLC3 years Service code 26 · EIN 74-2785931 | Advisory (Participants) | $3,041 |
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.
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 | $24,040 | $75,388-68.1% | $123,553-80.5% | $55,725-56.9% |
| Participation rate | 12.5% | 75.7%-63.2pp | 82.3%-69.8pp | 70.9%-58.4pp |
| Annual return | 1.57% | 4.48%-2.9pp | 119.21%-117.6pp | 244.93%-243.4pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,241 | $5,651-78.0% | $6,426-80.7% | $3,356-63.0% |
| Admin fee / account holder | $112 | $120-6.7% | $9,284-98.8% | $115-3.0% |