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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER7 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $39,136 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,453 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $199,647 | $79,209+152.1% | $102,434+94.9% | $74,459+168.1% |
| Participation rate | 69.1% | 74.8%-5.6pp | 76.5%-7.4pp | 67.2%+1.9pp |
| Annual return | 9.50% | 54.98%-45.5pp | 29.46%-20.0pp | 1369.70%-1360.2pp |
| Employer contribution / active EE | $2,581 | $2,362+9.2% | $3,023-14.6% | $2,626-1.7% |
| Participant deferral / active EE | $6,958 | $4,417+57.5% | $5,055+37.7% | $4,350+60.0% |
| Admin fee / account holder | $463 | $2,002-76.9% | $9,462-95.1% | $1,945-76.2% |