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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,123 | $38,165+23.5% | $189,758-75.2% | $69,255-32.0% |
| Participation rate | 21.6% | 66.7%-45.1pp | 79.8%-58.2pp | 69.0%-47.5pp |
| Annual return | 13.54% | 14.65%-1.1pp | 52.62%-39.1pp | 26.73%-13.2pp |
| Employer contribution / active EE | $290 | $1,589-81.8% | $4,767-93.9% | $2,645-89.0% |
| Participant deferral / active EE | $668 | $2,073-67.8% | $5,856-88.6% | $2,890-76.9% |
| Admin fee / account holder | $233 | $714-67.4% | $20,388-98.9% | $733-68.2% |