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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER5 years Filed as: OPPENHEIMER & CO. INC. Service code 15 · EIN 13-5657518 | Recordkeeping | $57,739 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,708 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,346 | $101,591+35.2% | $147,096-6.6% | $74,429+84.5% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 15.35% | 8746.45%-8731.1pp | 419.75%-404.4pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $10,228 | $3,813+168.3% | $4,936+107.2% | $2,625+289.7% |
| Participant deferral / active EE | $15,783 | $7,302+116.1% | $8,071+95.6% | $4,348+263.0% |
| Admin fee / account holder | $360 | $1,750-79.4% | $13,005-97.2% | $1,944-81.5% |