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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER2+ years Filed as: OPPENHEIMER & CO. Service code 19 · EIN 13-2798343 | Securities Custodian | $120,108 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,395 | $56,640+84.3% | $78,002+33.8% | $55,167+89.2% |
| Participation rate | 97.6% | 73.3%+24.3pp | 75.5%+22.1pp | 69.0%+28.6pp |
| Annual return | 8.30% | 2868.48%-2860.2pp | 425.99%-417.7pp | 169.23%-160.9pp |
| Employer contribution / active EE | $4,900 | $1,724+184.3% | $2,470+98.4% | $1,963+149.7% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $917 | $467+96.5% | $5,481-83.3% | $504+82.0% |