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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $45,714 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,129 |
ORENDA RETIREMENT, LLC3 years Service code 13 · EIN 36-4877979 | Contract Administrator | $8,171 |
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 | $99,992 | $60,607+65.0% | $189,575-47.3% | $86,821+15.2% |
| Participation rate | 35.6% | 68.9%-33.3pp | 78.4%-42.9pp | 72.3%-36.7pp |
| Annual return | 10.92% | 65.18%-54.3pp | 64.19%-53.3pp | 97.94%-87.0pp |
| Employer contribution / active EE | $1,085 | $1,626-33.2% | $4,412-75.4% | $2,406-54.9% |
| Participant deferral / active EE | $2,279 | $3,895-41.5% | $6,174-63.1% | $4,132-44.8% |
| Admin fee / account holder | $554 | $159+249.2% | $9,806-94.3% | $170+226.9% |