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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,889 |
ORENDA RETIREMENT, LLC4 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $6,154 |
SBHU LIFE AGENCY INC2 years Filed as: SBHU LIFE AGENCY INC. Service code 49 | Other Services | $5,495 |
MMA SECURITIES LLC1 year Service code 49 · EIN 22-3570392 | Other Services | $4,081 |
SBHU LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,415 | $50,919-22.6% | $155,556-74.7% | $77,762-49.3% |
| Participation rate | 14.3% | 63.1%-48.8pp | 78.2%-63.9pp | 70.6%-56.3pp |
| Annual return | 10.10% | 34.84%-24.7pp | 64.84%-54.7pp | 31.27%-21.2pp |
| Employer contribution / active EE | $94 | $1,991-95.3% | $4,675-98.0% | $2,728-96.5% |
| Participant deferral / active EE | $555 | $2,824-80.3% | $5,631-90.1% | $4,651-88.1% |
| Admin fee / account holder | $281 | $437-35.6% | $15,885-98.2% | $433-35.0% |