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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER10+ years Filed as: OPPENHEIMER & CO. Service code 19 · EIN 13-2798343 | Securities Custodian | $129,007 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $108,875 | $78,636+38.5% | $105,607+3.1% | $74,459+46.2% |
| Participation rate | 98.4% | 72.8%+25.6pp | 75.3%+23.1pp | 67.2%+31.1pp |
| Annual return | 9.83% | 15.96%-6.1pp | 116.11%-106.3pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $5,232 | $2,523+107.4% | $3,167+65.2% | $2,626+99.3% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,011-100.0% | $4,350-100.0% |
| Admin fee / account holder | $872 | $2,220-60.7% | $10,958-92.0% | $1,945-55.1% |