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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $155,532 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $83,416 |
GREENSPRING ADVISORS, LLC3 years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $42,156 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,320 | $105,179+124.7% | $64,101+268.7% | $80,157+194.8% |
| Participation rate | 0.0% | 73.5%-73.5pp | 72.3%-72.3pp | 72.9%-72.9pp |
| Annual return | 18.90% | 20.34%-1.4pp | 33.72%-14.8pp | 40.39%-21.5pp |
| Employer contribution / active EE | $1,040 | $3,311-68.6% | $2,749-62.2% | $2,977-65.1% |
| Participant deferral / active EE | $2,911 | $4,020-27.6% | $3,881-25.0% | $5,015-41.9% |
| Admin fee / account holder | $1,431 | $113+1163.8% | $3,070-53.4% | $145+887.5% |