Filed March 27, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,007 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $27,176 |
ORENDA RETIREMENT, LLC3 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $26,854 |
ORENDA RETIREMENT, LLC2 years Service code 13 | Contract Administrator | $12,604 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,306 | $78,781-46.3% | $100,516-57.9% | $73,409-42.4% |
| Participation rate | 84.7% | 80.0%+4.7pp | 79.4%+5.3pp | 72.2%+12.5pp |
| Annual return | 17.49% | 31.69%-14.2pp | 30.89%-13.4pp | 59.29%-41.8pp |
| Employer contribution / active EE | $1,907 | $2,420-21.2% | $3,418-44.2% | $2,234-14.6% |
| Participant deferral / active EE | $3,599 | $6,537-44.9% | $6,270-42.6% | $3,805-5.4% |
| Admin fee / account holder | $234 | $145+60.9% | $8,081-97.1% | $158+48.1% |