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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,705 | $82,163-32.2% | $125,381-55.6% | $64,819-14.1% |
| Participation rate | 26.7% | 77.9%-51.1pp | 82.4%-55.6pp | 71.5%-44.7pp |
| Annual return | -10.85% | 3.49%-14.3pp | 572.31%-583.2pp | 32.84%-43.7pp |
| Employer contribution / active EE | $1,194 | $3,616-67.0% | $4,815-75.2% | $2,507-52.4% |
| Participant deferral / active EE | $1,758 | $7,175-75.5% | $7,448-76.4% | $4,311-59.2% |
| Admin fee / account holder | $853 | $163+422.9% | $10,007-91.5% | $188+354.4% |