Filed October 9, 2020 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $37,709 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO., INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $22,379 |
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 | $57,763 | $57,103+1.2% | $87,502-34.0% | $57,658+0.2% |
| Participation rate | 98.7% | 64.3%+34.4pp | 73.8%+24.9pp | 70.2%+28.5pp |
| Annual return | 6.50% | 12.71%-6.2pp | 12.21%-5.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $3,835 | $1,107+246.3% | $2,550+50.4% | $1,974+94.3% |
| Participant deferral / active EE | $2,461 | $2,250+9.4% | $3,149-21.8% | $3,061-19.6% |
| Admin fee / account holder | $78 | $281-72.3% | $4,221-98.2% | $95-17.6% |