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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $23,107 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,683 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $6,416 |
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 | $41,124 | $91,474-55.0% | $135,982-69.8% | $71,529-42.5% |
| Participation rate | 87.9% | 75.7%+12.2pp | 81.9%+5.9pp | 67.9%+19.9pp |
| Annual return | 21.76% | 29.89%-8.1pp | 68.32%-46.6pp | 28.97%-7.2pp |
| Employer contribution / active EE | $3,088 | $3,705-16.7% | $4,859-36.4% | $2,590+19.2% |
| Participant deferral / active EE | $4,747 | $7,095-33.1% | $7,760-38.8% | $4,291+10.6% |
| Admin fee / account holder | $328 | $1,267-74.1% | $10,767-97.0% | $1,588-79.3% |