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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,694 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $24,205 |
ORENDA RETIREMENT, LLC4 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $14,724 |
Filed as: ONE DIGITAL INVESTMENT ADVISORY Service code 27 | Advisory (Plan) | $56 |
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 | $71,261 | $130,294-45.3% | $170,057-58.1% | $71,529-0.4% |
| Participation rate | 94.9% | 86.2%+8.7pp | 87.0%+7.9pp | 67.9%+27.0pp |
| Annual return | 19.39% | 20.36%-1.0pp | 53.42%-34.0pp | 28.97%-9.6pp |
| Employer contribution / active EE | $4,774 | $4,385+8.9% | $6,790-29.7% | $2,590+84.3% |
| Participant deferral / active EE | $8,237 | $6,928+18.9% | $10,411-20.9% | $4,291+91.9% |
| Admin fee / account holder | $320 | $966-66.8% | $12,826-97.5% | $1,588-79.8% |