Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,546 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $30,569 |
CLEARVIEW GROUP1 year Filed as: CLEARVIEW ADVISORY Service code 27 · EIN 27-2579538 | Advisory (Plan) | $21,235 |
COULTER & JUSTUS1 year Filed as: COULTER & JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,780 | $136,307-54.7% | $177,848-65.3% | $73,497-15.9% |
| Participation rate | 92.5% | 86.1%+6.4pp | 87.7%+4.8pp | 70.7%+21.8pp |
| Annual return | 19.50% | 18.68%+0.8pp | 48.33%-28.8pp | 28.51%-9.0pp |
| Employer contribution / active EE | $2,994 | $3,712-19.3% | $5,919-49.4% | $2,270+31.9% |
| Participant deferral / active EE | $7,841 | $5,829+34.5% | $7,714+1.7% | $3,740+109.7% |
| Admin fee / account holder | $407 | $596-31.6% | $12,431-96.7% | $513-20.6% |