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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $29,771 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,762 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $12,417 |
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 | $57,132 | $102,422-44.2% | $147,117-61.2% | $80,959-29.4% |
| Participation rate | 82.3% | 75.9%+6.4pp | 82.2%+0.1pp | 67.7%+14.6pp |
| Annual return | 11.93% | 135.16%-123.2pp | 420.54%-408.6pp | 35.67%-23.7pp |
| Employer contribution / active EE | $3,079 | $3,717-17.2% | $4,932-37.6% | $2,757+11.7% |
| Participant deferral / active EE | $5,265 | $6,652-20.9% | $8,065-34.7% | $4,300+22.4% |
| Admin fee / account holder | $571 | $7,953-92.8% | $12,993-95.6% | $6,925-91.7% |