Filed April 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $88,418 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $40,754 |
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $25,876 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,875 | $88,203+136.8% | $165,100+26.5% | $74,478+180.5% |
| Participation rate | 82.6% | 73.1%+9.4pp | 78.6%+3.9pp | 67.2%+15.3pp |
| Annual return | 14.36% | 17.13%-2.8pp | 70.21%-55.9pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $2,438 | $2,601-6.3% | $4,348-43.9% | $2,626-7.2% |
| Participant deferral / active EE | $8,756 | $4,505+94.4% | $6,035+45.1% | $4,350+101.3% |
| Admin fee / account holder | $657 | $2,235-70.6% | $12,696-94.8% | $1,946-66.2% |