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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,613 |
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $39,200 |
ORENDA RETIREMENT, LLC7 years Service code 13 | Contract Administrator | $10,104 |
ORENDA RETIREMENT, LLC7 years Filed as: ORENDA RETIREMENT Service code 13 · EIN 36-4877979 | Contract Administrator | $5,902 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,322 | $46,464+12.6% | $150,298-65.2% | $79,634-34.3% |
| Participation rate | 29.4% | 57.0%-27.6pp | 77.8%-48.4pp | 62.5%-33.1pp |
| Annual return | 15.17% | 27.89%-12.7pp | 62.79%-47.6pp | 36.46%-21.3pp |
| Employer contribution / active EE | $381 | $1,512-74.8% | $4,154-90.8% | $2,529-84.9% |
| Participant deferral / active EE | $889 | $2,157-58.8% | $5,453-83.7% | $3,835-76.8% |
| Admin fee / account holder | $379 | $891-57.5% | $14,116-97.3% | $1,002-62.2% |