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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,736 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $16,493 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $5,530 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,320 | $81,474-6.3% | $133,971-43.0% | $73,493+3.8% |
| Participation rate | 63.7% | 76.4%-12.6pp | 79.8%-16.1pp | 70.7%-6.9pp |
| Annual return | 24.05% | 19.40%+4.6pp | 45.09%-21.0pp | 28.51%-4.5pp |
| Employer contribution / active EE | $1,495 | $2,209-32.4% | $3,919-61.9% | $2,270-34.2% |
| Participant deferral / active EE | $6,087 | $3,786+60.8% | $5,047+20.6% | $3,740+62.8% |
| Admin fee / account holder | $311 | $713-56.4% | $8,929-96.5% | $513-39.5% |