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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,820 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $24,363 |
COOPER SAVAS LLC1 year Filed as: COOPER SAVAS Service code 10 · EIN 27-3637149 | Accounting | $17,231 |
PAPILLON PRINTING, LLC2 years Service code 13 · EIN 81-5183995 | Contract Administrator | $5,872 |
ORENDA RETIREMENT, LLC3 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $3,901 |
ORENDA RETIREMENT, LLC3 years Service code 13 | Contract Administrator | $2,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,309 | $56,152-24.7% | $185,835-77.2% | $73,412-42.4% |
| Participation rate | 33.8% | 67.6%-33.8pp | 78.0%-44.3pp | 72.2%-38.4pp |
| Annual return | 13.24% | 17.59%-4.4pp | 35.96%-22.7pp | 59.30%-46.1pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,087-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,414 | $3,659-61.3% | $5,633-74.9% | $3,806-62.8% |
| Admin fee / account holder | $242 | $132+83.1% | $9,502-97.5% | $158+53.1% |