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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,123 | $50,982-7.6% | $154,803-69.6% | $85,563-44.9% |
| Participation rate | 21.6% | 59.8%-38.2pp | 78.1%-56.5pp | 66.0%-44.4pp |
| Annual return | 13.54% | 30.35%-16.8pp | 58.88%-45.3pp | 31.51%-18.0pp |
| Employer contribution / active EE | $290 | $1,708-83.0% | $4,305-93.3% | $2,654-89.1% |
| Participant deferral / active EE | $668 | $2,474-73.0% | $5,540-87.9% | $4,375-84.7% |
| Admin fee / account holder | $233 | $846-72.5% | $14,329-98.4% | $834-72.1% |