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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $83,624 |
Service code 13 · EIN 27-3232902 | Contract Administrator | $47,436 |
ORENDA RETIREMENT, LLC7 years Service code 13 · EIN 36-4877979 | Contract Administrator | $11,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,536 | $79,223-8.4% | $102,460-29.2% | $74,478-2.6% |
| Participation rate | 70.7% | 74.8%-4.1pp | 76.5%-5.8pp | 67.2%+3.5pp |
| Annual return | 14.12% | 54.98%-40.9pp | 29.47%-15.3pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $2,709 | $2,363+14.6% | $3,025-10.4% | $2,626+3.2% |
| Participant deferral / active EE | $4,812 | $4,417+8.9% | $5,056-4.8% | $4,350+10.6% |
| Admin fee / account holder | $505 | $2,003-74.8% | $9,460-94.7% | $1,946-74.1% |