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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $121,871 |
Filed as: SIDE BY SIDE FINANCIALS INC Service code 13 | Contract Administrator | $29,335 |
ORENDA RETIREMENT, LLC5 years Service code 13 · EIN 36-4877979 | Contract Administrator | $20,232 |
Filed as: AMERIPRISE FINANCIAL SVC INC-205 Service code 49 · EIN 41-0973005 | Other Services | $15,590 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 49 | Other Services | $7,600 |
Service code 49 · EIN 41-0973005 | Other Services | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Filed as: SIDE BY SIDE FINANCIALS INC. Service code 13 · EIN 27-3232902 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,468 | $91,762+43.3% | $67,502+94.8% | $77,643+69.3% |
| Participation rate | 75.9% | 75.9%0pp | 72.9%+3.0pp | 70.6%+5.3pp |
| Annual return | 20.30% | 14.87%+5.4pp | 3512.12%-3491.8pp | 31.24%-10.9pp |
| Employer contribution / active EE | $5,278 | $3,181+65.9% | $2,731+93.3% | $2,726+93.6% |
| Participant deferral / active EE | $11,724 | $3,903+200.3% | $4,000+193.1% | $4,647+152.3% |
| Admin fee / account holder | $421 | $176+139.4% | $3,998-89.5% | $430-2.1% |