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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER6+ years Filed as: OPPENHEIMER & CO. Service code 19 · EIN 13-2798343 | Securities Custodian | $128,149 |
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 | $113,920 | $70,917+60.6% | $98,916+15.2% | $73,493+55.0% |
| Participation rate | 98.3% | 73.8%+24.5pp | 76.0%+22.3pp | 70.7%+27.6pp |
| Annual return | 8.20% | 34.18%-26.0pp | 196.45%-188.2pp | 28.51%-20.3pp |
| Employer contribution / active EE | $5,410 | $2,037+165.6% | $2,689+101.2% | $2,270+138.3% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $956 | $535+78.8% | $6,642-85.6% | $513+86.4% |