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 | $36,002+30.9% | $161,489-70.8% | $64,728-27.2% |
| Participation rate | 21.6% | 57.4%-35.9pp | 78.7%-57.1pp | 57.9%-36.3pp |
| Annual return | 13.54% | 33.93%-20.4pp | 89.72%-76.2pp | 49.38%-35.8pp |
| Employer contribution / active EE | $290 | $1,380-79.0% | $4,268-93.2% | $2,243-87.1% |
| Participant deferral / active EE | $668 | $1,815-63.2% | $5,630-88.1% | $2,729-75.5% |
| Admin fee / account holder | $233 | $931-75.0% | $16,006-98.5% | $1,145-79.7% |