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| Provider | Service type | Compensation |
|---|---|---|
ORENDA RETIREMENT, LLC5 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4777979 | Contract Administrator | $62,419 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $45,501 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,647 |
ORENDA RETIREMENT, LLC3 years Service code 13 | Contract Administrator | $34,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $99,903 | $106,247-6.0% | $147,096-32.1% | $77,714+28.6% |
| Participation rate | 34.3% | 78.4%-44.1pp | 82.2%-47.9pp | 70.6%-36.3pp |
| Annual return | 11.54% | 56.87%-45.3pp | 419.75%-408.2pp | 31.26%-19.7pp |
| Employer contribution / active EE | $489 | $4,069-88.0% | $4,936-90.1% | $2,727-82.1% |
| Participant deferral / active EE | $3,776 | $7,996-52.8% | $8,071-53.2% | $4,649-18.8% |
| Admin fee / account holder | $733 | $338+116.8% | $13,005-94.4% | $433+69.3% |