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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER3+ years Filed as: OPPENHEIMER & CO., INC. Service code 51 · EIN 13-5657518 85 BROAD STREET · NEW YORK, NY 10004 | Investment Mgmt Fees | $45,954 |
MATRIX TRUST COMPANY2+ years Filed as: MATRIX TRUST CO Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $3,599 |
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 | $43,449 | $50,637-14.2% | $86,582-49.8% | $62,293-30.3% |
| Participation rate | 56.4% | 67.9%-11.4pp | 73.5%-17.1pp | 69.5%-13.1pp |
| Annual return | 14.31% | 20.80%-6.5pp | 965.08%-950.8pp | 28.90%-14.6pp |
| Employer contribution / active EE | $543 | $2,075-73.8% | $2,839-80.9% | $2,042-73.4% |
| Participant deferral / active EE | $993 | $2,611-62.0% | $3,609-72.5% | $3,169-68.7% |
| Admin fee / account holder | $424 | $413+2.6% | $4,904-91.4% | $479-11.6% |