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| Provider | Service type | Compensation |
|---|---|---|
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 | Contract Administrator | $13,460 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,128 |
Filed as: NYLIFE SECURITIES LLC Service code 49 | Other Services | $5,208 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIRMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $2,325 |
Filed as: NYLIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,439 | $52,293-68.6% | $178,499-90.8% | $73,412-77.6% |
| Participation rate | 26.9% | 65.3%-38.5pp | 81.9%-55.1pp | 72.2%-45.3pp |
| Annual return | 7.54% | 34.75%-27.2pp | 151.10%-143.6pp | 59.30%-51.8pp |
| Employer contribution / active EE | $98 | $1,735-94.4% | $5,011-98.0% | $2,234-95.6% |
| Participant deferral / active EE | $413 | $2,332-82.3% | $5,202-92.1% | $3,806-89.2% |
| Admin fee / account holder | $90 | $127-29.1% | $13,986-99.4% | $158-42.8% |