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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,143 |
TEPLITZKY & COMPANY PC1 year Filed as: TEPLITZKY & COMPANY, P.C. Service code 10 · EIN 06-0962537 | Accounting | $15,250 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 28 · EIN 20-8764829 | Investment Management | $8,969 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $8,679 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $6,396 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,867 | $65,378-17.6% | $87,103-38.2% | $65,186-17.4% |
| Participation rate | 95.5% | 75.3%+20.1pp | 76.9%+18.6pp | 70.2%+25.3pp |
| Annual return | 25.50% | 31.28%-5.8pp | 28.19%-2.7pp | 29.39%-3.9pp |
| Employer contribution / active EE | $2,131 | $1,823+16.9% | $2,521-15.5% | $2,177-2.1% |
| Participant deferral / active EE | $3,887 | $3,389+14.7% | $4,049-4.0% | $3,514+10.6% |
| Admin fee / account holder | $404 | $520-22.3% | $7,491-94.6% | $847-52.3% |