Filed October 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $19,976 |
ORENDA RETIREMENT, LLC5 years Service code 13 · EIN 36-4877979 | Contract Administrator | $15,380 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,829 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,123 | $46,464+1.4% | $150,298-68.6% | $79,634-40.8% |
| Participation rate | 21.6% | 57.0%-35.4pp | 77.8%-56.2pp | 62.5%-40.9pp |
| Annual return | 13.54% | 27.89%-14.4pp | 62.79%-49.2pp | 36.46%-22.9pp |
| Employer contribution / active EE | $290 | $1,512-80.8% | $4,154-93.0% | $2,529-88.5% |
| Participant deferral / active EE | $668 | $2,157-69.0% | $5,453-87.7% | $3,835-82.6% |
| Admin fee / account holder | $233 | $891-73.8% | $14,116-98.3% | $1,002-76.8% |