Filed May 5, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,504 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,648 |
ORENDA RETIREMENT, LLC2 years Service code 13 · EIN 36-4877979 | Contract Administrator | $8,968 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,852 | $39,948-47.8% | $89,414-76.7% | $73,412-71.6% |
| Participation rate | 66.1% | 50.4%+15.7pp | 68.0%-1.9pp | 72.2%-6.1pp |
| Annual return | 11.87% | 50.12%-38.3pp | 245.50%-233.6pp | 59.30%-47.4pp |
| Employer contribution / active EE | $177 | $1,200-85.2% | $2,586-93.2% | $2,234-92.1% |
| Participant deferral / active EE | $1,906 | $2,193-13.1% | $3,890-51.0% | $3,806-49.9% |
| Admin fee / account holder | $238 | $134+77.7% | $4,883-95.1% | $158+51.0% |