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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER4+ years Filed as: OPPENHEIMER & CO. Service code 19 · EIN 13-2798343 | Securities Custodian | $138,301 |
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.)
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 | $101,322 | $58,093+74.4% | $80,022+26.6% | $56,287+80.0% |
| Participation rate | 96.9% | 73.6%+23.3pp | 75.8%+21.1pp | 69.9%+27.0pp |
| Annual return | -2.91% | 34.63%-37.5pp | 11.22%-14.1pp | -9.96%+7.0pp |
| Employer contribution / active EE | $4,970 | $1,933+157.1% | $2,468+101.4% | $2,111+135.4% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,024 | $623+64.6% | $6,521-84.3% | $521+96.7% |