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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER4 years Filed as: OPPENHEIMER & CO. INC. Service code 15 · EIN 13-5657518 | Recordkeeping | $49,791 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,204 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,568 | $91,474+16.5% | $135,982-21.6% | $71,529+49.0% |
| Participation rate | 98.4% | 75.7%+22.7pp | 81.9%+16.5pp | 67.9%+30.5pp |
| Annual return | 19.60% | 29.89%-10.3pp | 68.32%-48.7pp | 28.97%-9.4pp |
| Employer contribution / active EE | $9,867 | $3,705+166.3% | $4,859+103.1% | $2,590+281.0% |
| Participant deferral / active EE | $14,567 | $7,095+105.3% | $7,760+87.7% | $4,291+239.5% |
| Admin fee / account holder | $283 | $1,267-77.6% | $10,767-97.4% | $1,588-82.2% |