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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER4+ years Filed as: OPPENHEIMER & CO., INC. Service code 51 · EIN 13-5657518 85 BROAD STREET · NEW YORK, NY 10004 | Investment Mgmt Fees | $47,471 |
MATRIX TRUST COMPANY3+ years Filed as: MATRIX TRUST CO Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $4,461 |
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 | $35,099 | $44,873-21.8% | $79,466-55.8% | $56,287-37.6% |
| Participation rate | 59.4% | 68.7%-9.4pp | 73.3%-14.0pp | 69.9%-10.5pp |
| Annual return | -3.13% | 0.81%-3.9pp | 718.28%-721.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $590 | $2,140-72.4% | $2,800-78.9% | $2,111-72.1% |
| Participant deferral / active EE | $1,025 | $2,746-62.7% | $3,704-72.3% | $3,350-69.4% |
| Admin fee / account holder | $412 | $418-1.4% | $5,104-91.9% | $521-20.8% |