Filed November 2, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,843 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $6,150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,699 | $52,293-56.6% | $178,498-87.3% | $73,412-69.1% |
| Participation rate | 73.1% | 65.3%+7.8pp | 81.9%-8.8pp | 72.2%+1.0pp |
| Annual return | 15.56% | 34.75%-19.2pp | 151.09%-135.5pp | 59.30%-43.7pp |
| Employer contribution / active EE | $705 | $1,735-59.4% | $5,011-85.9% | $2,234-68.4% |
| Participant deferral / active EE | $2,665 | $2,332+14.3% | $5,202-48.8% | $3,806-30.0% |
| Admin fee / account holder | $159 | $127+25.1% | $13,985-98.9% | $158+0.9% |