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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,227 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO Service code 27 · EIN 13-5657518 | Advisory (Plan) | $5,183 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,584 | $167,353+89.8% | $143,797+120.9% | $134,545+136.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.34% | 0.48%-5.8pp | -0.04%-5.3pp | 418.37%-423.7pp |
| Employer contribution / active EE | $6,369 | $5,620+13.3% | $4,952+28.6% | $4,742+34.3% |
| Participant deferral / active EE | $5,399 | $6,447-16.3% | $5,638-4.2% | $6,401-15.7% |
| Admin fee / account holder | $15,176 | $18,096-16.1% | $14,679+3.4% | $11,431+32.8% |