Filed May 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ORENDA RETIREMENT, LLC3 years Service code 13 · EIN 36-4877979 | Contract Administrator | $105,893 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,781 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,705 | $82,202-32.2% | $125,339-55.6% | $64,808-14.0% |
| Participation rate | 26.7% | 77.9%-51.1pp | 82.4%-55.6pp | 71.5%-44.7pp |
| Annual return | -10.85% | 3.48%-14.3pp | 572.05%-582.9pp | 32.82%-43.7pp |
| Employer contribution / active EE | $1,194 | $3,615-67.0% | $4,814-75.2% | $2,506-52.3% |
| Participant deferral / active EE | $1,758 | $7,175-75.5% | $7,446-76.4% | $4,310-59.2% |
| Admin fee / account holder | $853 | $163+422.8% | $10,010-91.5% | $188+354.5% |