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| Provider | Service type | Compensation |
|---|---|---|
OXFORD FINANCIAL GROUP, LTD1+ years Filed as: OXFORD FINANCIAL Service code 16 · EIN 35-1588335 | Consulting | $12,535 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,956 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,987 | $88,324-20.8% | $115,037-39.2% | $55,191+26.8% |
| Participation rate | 98.4% | 72.5%+25.9pp | 81.4%+17.1pp | 69.2%+29.3pp |
| Annual return | -1.11% | 6.30%-7.4pp | 26.14%-27.3pp | 10.78%-11.9pp |
| Employer contribution / active EE | $1,499 | $2,805-46.6% | $4,608-67.5% | $1,899-21.1% |
| Participant deferral / active EE | $5,619 | $5,042+11.4% | $6,026-6.8% | $3,046+84.4% |
| Admin fee / account holder | $47 | $105-55.6% | $8,175-99.4% | $91-48.4% |