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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,616 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $16,935 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $6,140 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,163 | $89,465-58.5% | $165,100-77.5% | $77,762-52.2% |
| Participation rate | 84.9% | 78.6%+6.3pp | 78.6%+6.3pp | 70.6%+14.4pp |
| Annual return | 15.82% | 28.86%-13.0pp | 70.21%-54.4pp | 31.27%-15.5pp |
| Employer contribution / active EE | $2,012 | $2,565-21.6% | $4,348-53.7% | $2,728-26.3% |
| Participant deferral / active EE | $5,379 | $4,904+9.7% | $6,035-10.9% | $4,651+15.7% |
| Admin fee / account holder | $228 | $340-33.0% | $12,696-98.2% | $433-47.4% |