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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,805 |
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8754829 | Advisory (Plan) | $36,843 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $19,929 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $237,390 | $136,307+74.2% | $177,840+33.5% | $73,493+223.0% |
| Participation rate | 85.5% | 86.1%-0.6pp | 87.7%-2.3pp | 70.7%+14.8pp |
| Annual return | 13.28% | 18.68%-5.4pp | 48.32%-35.0pp | 28.51%-15.2pp |
| Employer contribution / active EE | $9,777 | $3,712+163.4% | $5,919+65.2% | $2,270+330.7% |
| Participant deferral / active EE | $15,950 | $5,829+173.6% | $7,714+106.8% | $3,740+326.5% |
| Admin fee / account holder | $822 | $596+38.0% | $12,431-93.4% | $513+60.2% |