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 | $34,831 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $25,969 |
ORENDA RETIREMENT, LLC3 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $25,808 |
COULTER & JUSTUS3 years Filed as: COULTER & JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $11,000 |
CLEARVIEW GROUP3 years Filed as: CLEARVIEW ADVISORY Service code 27 | Advisory (Plan) | $4 |
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 | $55,022 | $102,661-46.4% | $151,645-63.7% | $66,949-17.8% |
| Participation rate | 93.8% | 85.5%+8.2pp | 87.5%+6.3pp | 69.8%+23.9pp |
| Annual return | -17.78% | -10.81%-7.0pp | 3.34%-21.1pp | 1.57%-19.3pp |
| Employer contribution / active EE | $4,097 | $4,184-2.1% | $6,165-33.5% | $2,545+61.0% |
| Participant deferral / active EE | $7,493 | $6,645+12.8% | $8,363-10.4% | $4,239+76.8% |
| Admin fee / account holder | $380 | $630-39.7% | $11,614-96.7% | $594-35.9% |