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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER3 years Filed as: OPPENHEIMER & CO. INC. Service code 15 · EIN 13-5657518 | Recordkeeping | $42,244 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $510 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,089 | $84,499-5.2% | $125,391-36.1% | $66,949+19.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.12% | -8.49%-7.6pp | 572.41%-588.5pp | 1.57%-17.7pp |
| Employer contribution / active EE | $8,669 | $3,554+143.9% | $4,816+80.0% | $2,545+240.6% |
| Participant deferral / active EE | $13,298 | $6,785+96.0% | $7,448+78.5% | $4,239+213.7% |
| Admin fee / account holder | $234 | $685-65.9% | $10,009-97.7% | $594-60.6% |