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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO. INC. Service code 15 · EIN 13-5657518 | Recordkeeping | $40,196 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $690 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,908 | $104,479-15.9% | $159,474-44.9% | $79,391+10.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 16.46% | 67.98%-51.5pp | 263.68%-247.2pp | 116.88%-100.4pp |
| Employer contribution / active EE | $7,419 | $3,417+117.1% | $4,831+53.6% | $2,428+205.6% |
| Participant deferral / active EE | $12,008 | $6,468+85.7% | $7,353+63.3% | $4,046+196.8% |
| Admin fee / account holder | $243 | $711-65.8% | $10,802-97.7% | $627-61.2% |