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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.
Annual investment return 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 | $42,909-34.7% | $152,093-81.6% | $71,012-60.5% |
| Participation rate | 43.9% | 54.7%-10.7pp | 77.8%-33.8pp | 58.6%-14.6pp |
| Annual return | 10.44% | 30.57%-20.1pp | 66.36%-55.9pp | 37.67%-27.2pp |
| Employer contribution / active EE | $457 | $1,369-66.6% | $4,175-89.1% | $2,348-80.5% |
| Participant deferral / active EE | $584 | $1,904-69.3% | $5,451-89.3% | $3,246-82.0% |
| Admin fee / account holder | $244 | $1,014-76.0% | $14,497-98.3% | $1,167-79.1% |