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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,899 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $25,796 |
Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $8,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,031 | $36,904-24.0% | $158,223-82.3% | $65,191-57.0% |
| Participation rate | 43.9% | 62.1%-18.2pp | 79.2%-35.3pp | 63.0%-19.1pp |
| Annual return | 10.44% | 24.43%-14.0pp | 52.09%-41.7pp | 51.24%-40.8pp |
| Employer contribution / active EE | $457 | $1,489-69.3% | $4,109-88.9% | $2,400-81.0% |
| Participant deferral / active EE | $584 | $1,936-69.8% | $5,467-89.3% | $2,671-78.1% |
| Admin fee / account holder | $244 | $793-69.3% | $16,047-98.5% | $907-73.1% |