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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $30,910 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $56,485 | $47,163+19.8% | $149,696-62.3% | $74,460-24.1% |
| Participation rate | 44.8% | 63.4%-18.7pp | 78.8%-34.0pp | 70.7%-26.0pp |
| Annual return | 18.24% | 22.75%-4.5pp | 134.46%-116.2pp | 34.38%-16.1pp |
| Employer contribution / active EE | $1,843 | $1,907-3.4% | $4,821-61.8% | $2,638-30.1% |
| Participant deferral / active EE | $3,657 | $2,730+34.0% | $5,682-35.6% | $4,530-19.3% |
| Admin fee / account holder | $242 | $343-29.5% | $13,212-98.2% | $348-30.5% |