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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 | $106,524-32.4% | $152,301-52.7% | $87,485-17.7% |
| Participation rate | 78.9% | 75.8%+3.1pp | 82.4%-3.6pp | 68.9%+10.0pp |
| Annual return | 14.36% | 26.89%-12.5pp | 80.50%-66.1pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,901 | $3,371-43.6% | $4,624-58.9% | $2,596-26.8% |
| Participant deferral / active EE | $5,344 | $6,525-18.1% | $8,004-33.2% | $4,274+25.1% |
| Admin fee / account holder | $620 | $8,287-92.5% | $14,398-95.7% | $7,775-92.0% |