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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,901 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $42,630 |
ORENDA RETIREMENT, LLC7 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $26,197 |
ORENDA RETIREMENT, LLC7 years Service code 13 | Contract Administrator | $6,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,015 | $62,686+19.7% | $178,505-58.0% | $77,762-3.5% |
| Participation rate | 29.2% | 66.9%-37.7pp | 77.1%-47.9pp | 70.6%-41.4pp |
| Annual return | 14.79% | 16.16%-1.4pp | 27.16%-12.4pp | 31.27%-16.5pp |
| Employer contribution / active EE | $0 | $1,914-100.0% | $3,955-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,609 | $4,224-38.2% | $6,280-58.5% | $4,651-43.9% |
| Admin fee / account holder | $429 | $386+11.1% | $10,428-95.9% | $433-0.9% |