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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $40,150 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,990 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,240 | $55,470+21.2% | $155,556-56.8% | $74,478-9.7% |
| Participation rate | 43.7% | 61.9%-18.2pp | 78.2%-34.5pp | 67.2%-23.5pp |
| Annual return | 8.48% | 269.80%-261.3pp | 64.84%-56.4pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $2,841 | $2,267+25.3% | $4,675-39.2% | $2,626+8.2% |
| Participant deferral / active EE | $4,991 | $2,838+75.9% | $5,631-11.4% | $4,350+14.7% |
| Admin fee / account holder | $574 | $1,744-67.1% | $15,885-96.4% | $1,946-70.5% |