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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,573 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $36,587 |
ORENDA RETIREMENT, LLC6 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $28,712 |
ORENDA RETIREMENT, LLC6 years Service code 13 | Contract Administrator | $5,045 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,671 | $50,574+47.6% | $169,390-55.9% | $80,157-6.8% |
| Participation rate | 17.1% | 67.8%-50.7pp | 77.2%-60.1pp | 72.9%-55.9pp |
| Annual return | 16.39% | 22.92%-6.5pp | 406.07%-389.7pp | 40.39%-24.0pp |
| Employer contribution / active EE | $0 | $1,693-100.0% | $4,013-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $1,558 | $4,164-62.6% | $6,222-75.0% | $5,015-68.9% |
| Admin fee / account holder | $445 | $107+316.7% | $9,015-95.1% | $145+206.9% |