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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $124,967 |
ORENDA RETIREMENT, LLC3 years Service code 13 · EIN 36-4877979 | Contract Administrator | $35,115 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $25,225 |
ORENDA RETIREMENT, LLC7 years Filed as: ORENDA RETIREMENT LLC Service code 13 | Contract Administrator | $6,168 |
Service code 13 · EIN 27-3232902 | Contract Administrator | $5,038 |
8 funds of $250K or more; 20 lines in all, holding $10.4M of the plan's $11.2M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $6.5M | 62.8% |
| Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $1.9M | 17.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $521K | 5.0% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $506K | 4.9% |
| Registered Oppenheimer Inv Global R6 Fd Invesco · Mutual fund | $195K | 1.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $151K | 1.4% |
| Vanguard Group Vanguard Sm Cap Val Index Adm Fund Vanguard · Mutual fund Index | $120K | 1.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $92K | 0.9% |
| Macquarie Small Cap Value R6 F Macquarie / Nomura · Mutual fund | $85K | 0.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $65K | 0.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.