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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $130,709 |
OPPENHEIMER7 years Filed as: OPPENHEIMER & CO Service code 27 | Advisory (Plan) | $30,993 |
TRUOG-RYDING COMPANY, INC.7 years Filed as: TRUOG-RYDING COMPANY INC Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $16,474 |
OPPENHEIMER9 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 125 BROAD ST 13TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,102 | $89,123-69.6% | $102,460-73.5% | $77,762-65.1% |
| Participation rate | 84.3% | 80.9%+3.3pp | 76.5%+7.8pp | 70.6%+13.7pp |
| Annual return | 10.23% | 25.05%-14.8pp | 29.47%-19.2pp | 31.27%-21.0pp |
| Employer contribution / active EE | $626 | $2,700-76.8% | $3,025-79.3% | $2,728-77.1% |
| Participant deferral / active EE | $2,336 | $5,148-54.6% | $5,056-53.8% | $4,651-49.8% |
| Admin fee / account holder | $289 | $236+22.3% | $9,460-97.0% | $433-33.4% |