Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $46,003 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,595 |
ORENDA RETIREMENT, LLC6 years Service code 13 · EIN 36-4877979 | Contract Administrator | $5,888 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,944 | $73,532+15.5% | $178,505-52.4% | $74,478+14.1% |
| Participation rate | 63.9% | 66.6%-2.7pp | 77.1%-13.2pp | 67.2%-3.3pp |
| Annual return | 10.29% | 17.49%-7.2pp | 27.16%-16.9pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $2,090 | $2,221-5.9% | $3,955-47.2% | $2,626-20.4% |
| Participant deferral / active EE | $4,091 | $4,519-9.5% | $6,280-34.9% | $4,350-6.0% |
| Admin fee / account holder | $489 | $1,813-73.0% | $10,428-95.3% | $1,946-74.9% |