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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 | $78,483+38.7% | $106,201+2.5% | $74,546+46.1% |
| Participation rate | 98.4% | 72.8%+25.6pp | 75.3%+23.1pp | 67.2%+31.2pp |
| Annual return | 9.83% | 15.94%-6.1pp | 116.26%-106.4pp | 1366.03%-1356.2pp |
| Employer contribution / active EE | $5,232 | $2,522+107.5% | $3,170+65.1% | $2,624+99.4% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $872 | $2,236-61.0% | $11,039-92.1% | $1,944-55.1% |