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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER7 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $48,236 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,958 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,829 | $128,603-26.3% | $197,124-51.9% | $67,986+39.5% |
| Participation rate | 87.7% | 81.7%+6.0pp | 86.7%+1.0pp | 57.2%+30.5pp |
| Annual return | 21.07% | 23.77%-2.7pp | 44.34%-23.3pp | 31.67%-10.6pp |
| Employer contribution / active EE | $2,680 | $4,379-38.8% | $6,227-57.0% | $2,019+32.8% |
| Participant deferral / active EE | $13,038 | $6,840+90.6% | $9,135+42.7% | $3,358+288.3% |
| Admin fee / account holder | $307 | $3,035-89.9% | $16,298-98.1% | $3,203-90.4% |