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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER3 years Filed as: OPPENHEIMER & CO Service code 99 · EIN 13-5657518 | Other Fees | $38,824 |
Service code 29 · EIN 71-0294708 | Legal | $15,411 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 | Other Services | $3,714 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES, LLC Service code 49 · EIN 62-1038805 | Other Services | $1,450 |
Filed as: VOYA RETIREMENT SERVICES Service code 26 · EIN 02-0488491 | Advisory (Participants) | $696 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $61 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,427 | $54,213-67.9% | $93,696-81.4% | $77,736-77.6% |
| Participation rate | 89.1% | 64.0%+25.2pp | 68.7%+20.4pp | 70.6%+18.5pp |
| Annual return | 28.01% | 30.55%-2.5pp | 133.74%-105.7pp | 31.26%-3.3pp |
| Employer contribution / active EE | $7 | $1,168-99.4% | $2,422-99.7% | $2,728-99.7% |
| Participant deferral / active EE | $8,011 | $3,145+154.7% | $4,417+81.4% | $4,651+72.3% |
| Admin fee / account holder | $30 | $575-94.8% | $8,287-99.6% | $433-93.2% |