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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $88,121 |
GREENSPRING ADVISORS, LLC4 years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $33,924 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT , LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $8,925 |
ORENDA RETIREMENT, LLC2 years Service code 13 | Contract Administrator | $8,111 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,406 | $50,902+12.8% | $155,534-63.1% | $77,736-26.2% |
| Participation rate | 47.7% | 63.1%-15.4pp | 78.2%-30.5pp | 70.6%-22.9pp |
| Annual return | 12.69% | 34.85%-22.2pp | 64.92%-52.2pp | 31.26%-18.6pp |
| Employer contribution / active EE | $1,333 | $1,991-33.1% | $4,675-71.5% | $2,728-51.1% |
| Participant deferral / active EE | $2,056 | $2,824-27.2% | $5,630-63.5% | $4,651-55.8% |
| Admin fee / account holder | $394 | $437-9.7% | $15,900-97.5% | $433-9.0% |