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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER8 years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $40,255 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,359 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,512 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,761 | $85,515+153.5% | $112,040+93.5% | $67,986+218.8% |
| Participation rate | 72.0% | 68.2%+3.8pp | 76.5%-4.5pp | 57.2%+14.8pp |
| Annual return | 12.66% | 29.68%-17.0pp | 24.52%-11.9pp | 31.67%-19.0pp |
| Employer contribution / active EE | $2,774 | $2,191+26.6% | $2,954-6.1% | $2,019+37.4% |
| Participant deferral / active EE | $7,566 | $4,014+88.5% | $5,098+48.4% | $3,358+125.3% |
| Admin fee / account holder | $538 | $3,774-85.8% | $12,098-95.6% | $3,203-83.2% |