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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,450 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY Service code 10 · EIN 22-2428965 | Accounting | $18,900 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $4,606 |
MORNINGSTAR1 year 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,847 | $26,137+21.8% | $58,561-45.6% | $74,460-57.2% |
| Participation rate | 13.1% | 32.2%-19.1pp | 50.9%-37.8pp | 70.7%-57.7pp |
| Annual return | 17.20% | 32.53%-15.3pp | 4251.33%-4234.1pp | 34.38%-17.2pp |
| Employer contribution / active EE | $264 | $537-50.8% | $1,053-74.9% | $2,638-90.0% |
| Participant deferral / active EE | $508 | $1,076-52.8% | $1,923-73.6% | $4,530-88.8% |
| Admin fee / account holder | $386 | $648-40.4% | $2,520-84.7% | $348+11.0% |