Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ORENDA RETIREMENT, LLC7 years Service code 13 · EIN 36-4877979 | Contract Administrator | $107,014 |
Service code 13 · EIN 27-3232902 | Contract Administrator | $39,553 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,349 |
Filed as: WILSHIRE ASSOCIATED INCORPORATED Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
15 funds of $250K or more; 18 lines in all, holding $14.7M of the plan's $15.0M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $9.3M | 63.3% |
| Insurance Company General Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $1.0M | 7.1% |
| Pooled Separate Accounts Prin LgCap S&P 500 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $946K | 6.5% |
| Pooled Separate Accounts Prin SmCap S&P 600 Index SA-R6 Principal · Insurance contract IndexRecordkeeper's own fund | $667K | 4.6% |
| Registered Investment Company American Funds Amcap R4 Fund Capital Group · Mutual fund Possible retail class Service | $469K | 3.2% |
| Registered Investment Company Pgim Ttl Ret Bond R2 Fund Prudential (PGIM) · Mutual fund | $383K | 2.6% |
| Registered Investment Company Pgim High Yield R2 Fund Prudential (PGIM) · Mutual fund | $345K | 2.4% |
| Registered Investment Company MFS Value R3 Fund MFS (Sun Life) · Mutual fund | $332K | 2.3% |
| Pooled Separate Accounts Prin Inflation Protect SA-R6 Principal · Insurance contract Recordkeeper's own fund | $192K | 1.3% |
| Oppenheimer Registered Investment Company Inv Oppenheim Intl Grw A Fund Invesco · Mutual fund | $188K | 1.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.