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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO. INC. Service code 15 · EIN 13-5657518 | Recordkeeping | $23,316 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $495 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,629 | $99,957-13.3% | $149,745-42.1% | $73,497+17.9% |
| Participation rate | 92.4% | 75.7%+16.7pp | 82.5%+9.9pp | 70.7%+21.7pp |
| Annual return | 17.59% | 53.87%-36.3pp | 276.72%-259.1pp | 28.51%-10.9pp |
| Employer contribution / active EE | $4,499 | $3,191+41.0% | $4,646-3.2% | $2,270+98.2% |
| Participant deferral / active EE | $11,084 | $6,073+82.5% | $6,843+62.0% | $3,740+196.4% |
| Admin fee / account holder | $176 | $551-68.0% | $9,312-98.1% | $513-65.6% |