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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER2+ years Filed as: OPPENHEIMER & CO., INC. Service code 51 · EIN 13-5657518 85 BROAD STREET · NEW YORK, NY 10004 | Investment Mgmt Fees | $42,091 |
MATRIX TRUST COMPANY1+ years Filed as: MATRIX TRUST CO Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $3,233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,427 | $43,423-13.8% | $78,676-52.4% | $55,167-32.2% |
| Participation rate | 56.4% | 68.0%-11.7pp | 73.6%-17.2pp | 69.0%-12.6pp |
| Annual return | 7.38% | 11.53%-4.1pp | 62.19%-54.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $376 | $1,997-81.2% | $2,850-86.8% | $1,963-80.9% |
| Participant deferral / active EE | $916 | $2,509-63.5% | $3,517-73.9% | $3,054-70.0% |
| Admin fee / account holder | $388 | $416-6.9% | $4,510-91.4% | $504-23.1% |