Filed May 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,438 |
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT Service code 27 · EIN 20-2480800 | Advisory (Plan) | $68,579 |
ORENDA RETIREMENT, LLC5 years Service code 13 · EIN 36-4877979 | Contract Administrator | $36,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,778 | $106,264-20.2% | $147,117-42.4% | $77,762+9.0% |
| Participation rate | 26.0% | 78.4%-52.5pp | 82.2%-56.2pp | 70.6%-44.6pp |
| Annual return | 13.47% | 56.94%-43.5pp | 420.54%-407.1pp | 31.27%-17.8pp |
| Employer contribution / active EE | $1,585 | $4,074-61.1% | $4,932-67.9% | $2,728-41.9% |
| Participant deferral / active EE | $2,216 | $8,003-72.3% | $8,065-72.5% | $4,651-52.3% |
| Admin fee / account holder | $772 | $334+130.9% | $12,993-94.1% | $433+78.4% |