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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,098 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $17,493 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY Service code 10 · EIN 22-2428965 | Accounting | $14,773 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $9,866 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,133 | $29,507+22.5% | $56,025-35.5% | $77,762-53.5% |
| Participation rate | 10.0% | 32.7%-22.7pp | 52.5%-42.5pp | 70.6%-60.5pp |
| Annual return | 14.74% | 18.90%-4.2pp | 1712.69%-1697.9pp | 31.27%-16.5pp |
| Employer contribution / active EE | $252 | $570-55.9% | $1,042-75.9% | $2,728-90.8% |
| Participant deferral / active EE | $485 | $1,062-54.3% | $1,955-75.2% | $4,651-89.6% |
| Admin fee / account holder | $508 | $1,041-51.1% | $2,828-82.0% | $433+17.5% |