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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,105 |
Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $15,309 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENTM LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $4,280 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 | Contract Administrator | $2,922 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,619 | $101,672-66.0% | $147,117-76.5% | $74,478-53.5% |
| Participation rate | 89.0% | 75.5%+13.4pp | 82.2%+6.8pp | 67.2%+21.8pp |
| Annual return | 34.71% | 8757.83%-8723.1pp | 420.54%-385.8pp | 1370.56%-1335.9pp |
| Employer contribution / active EE | $108 | $3,813-97.2% | $4,932-97.8% | $2,626-95.9% |
| Participant deferral / active EE | $5,050 | $7,305-30.9% | $8,065-37.4% | $4,350+16.1% |
| Admin fee / account holder | $337 | $1,753-80.8% | $12,993-97.4% | $1,946-82.7% |