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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,365 |
Service code 49 | Other Services | $18,000 |
ORENDA RETIREMENT, LLC2 years Service code 49 · EIN 36-4877979 | Other Services | $11,250 |
Filed as: HORNOR TOWNSHEND & KENT Service code 49 · EIN 23-1706189 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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 | $85,012 | $54,573+55.8% | $90,965-6.5% | $73,493+15.7% |
| Participation rate | 52.4% | 61.2%-8.7pp | 69.0%-16.6pp | 70.7%-18.2pp |
| Annual return | 14.72% | 16.69%-2.0pp | 134.57%-119.8pp | 28.51%-13.8pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,122 | $2,517+63.8% | $3,373+22.2% | $3,740+10.2% |
| Admin fee / account holder | $304 | $521-41.7% | $5,960-94.9% | $513-40.8% |