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| 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 | $73,459+15.6% | $178,528-52.4% | $74,429+14.1% |
| Participation rate | 63.9% | 66.5%-2.6pp | 77.1%-13.2pp | 67.2%-3.3pp |
| Annual return | 10.29% | 17.50%-7.2pp | 27.11%-16.8pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $2,090 | $2,219-5.8% | $3,950-47.1% | $2,625-20.4% |
| Participant deferral / active EE | $4,091 | $4,515-9.4% | $6,278-34.8% | $4,348-5.9% |
| Admin fee / account holder | $489 | $1,812-73.0% | $10,419-95.3% | $1,944-74.9% |