Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,768 |
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $15,880 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENTM LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $6,625 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 | Contract Administrator | $3,251 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,257 | $106,749-57.6% | $145,433-68.9% | $82,448-45.1% |
| Participation rate | 96.5% | 75.6%+20.8pp | 82.1%+14.4pp | 68.1%+28.4pp |
| Annual return | 12.12% | 27.59%-15.5pp | 66.58%-54.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,051 | $6,519-7.2% | $7,897-23.4% | $4,139+46.2% |
| Admin fee / account holder | $537 | $8,390-93.6% | $13,129-95.9% | $7,234-92.6% |