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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $32,216 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,013 |
ORENDA RETIREMENT, LLC3 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $8,633 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,995 | $106,749-32.6% | $145,433-50.5% | $82,448-12.7% |
| Participation rate | 78.9% | 75.6%+3.2pp | 82.1%-3.2pp | 68.1%+10.8pp |
| Annual return | 14.36% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,901 | $3,444-44.8% | $4,554-58.3% | $2,551-25.5% |
| Participant deferral / active EE | $5,344 | $6,519-18.0% | $7,897-32.3% | $4,139+29.1% |
| Admin fee / account holder | $620 | $8,390-92.6% | $13,129-95.3% | $7,234-91.4% |