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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,939 |
TRUTINA FINANCIAL1 year Filed as: TRUTINA FINANCIAL LLC Service code 27 · EIN 47-0995939 | Advisory (Plan) | $11,057 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $9,381 |
TRUTINA FINANCIAL1 year Service code 27 · EIN 26-3558674 | Advisory (Plan) | $5,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,945 | $58,888-6.7% | $178,499-69.2% | $73,493-25.2% |
| Participation rate | 54.2% | 66.2%-12.0pp | 81.9%-27.7pp | 70.7%-16.5pp |
| Annual return | 13.19% | 24.86%-11.7pp | 151.10%-137.9pp | 28.51%-15.3pp |
| Employer contribution / active EE | $2,702 | $2,236+20.8% | $5,011-46.1% | $2,270+19.0% |
| Participant deferral / active EE | $2,911 | $2,568+13.4% | $5,202-44.0% | $3,740-22.2% |
| Admin fee / account holder | $442 | $400+10.3% | $13,986-96.8% | $513-13.9% |