Filed September 6, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER1+ years Filed as: OPPENHEIMER & COMPANY Service code 27 · EIN 13-5657518 | Advisory (Plan) | $82,950 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,167 |
HUNGERFORD NICHOLS1+ years Service code 10 · EIN 38-2184825 | Accounting | $8,368 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,311 | $63,905+10.0% | $74,184-5.2% | $57,658+21.9% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.6%+0.3pp | 70.2%+6.6pp |
| Annual return | -1.02% | 60.60%-61.6pp | 17.74%-18.8pp | 5.13%-6.2pp |
| Employer contribution / active EE | $1,264 | $1,840-31.3% | $2,370-46.7% | $1,974-36.0% |
| Participant deferral / active EE | $2,527 | $3,448-26.7% | $3,550-28.8% | $3,061-17.4% |
| Admin fee / account holder | $183 | $91+100.9% | $5,586-96.7% | $95+93.6% |