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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $83,703 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $33,751 |
ORENDA RETIREMENT, LLC6 years Filed as: ORENDA RETIREMENT Service code 13 · EIN 36-4877979 | Contract Administrator | $10,740 |
ORENDA RETIREMENT, LLC6 years Service code 13 | Contract Administrator | $8,683 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,128 | $50,919-7.4% | $155,556-69.7% | $77,762-39.4% |
| Participation rate | 28.9% | 63.1%-34.1pp | 78.2%-49.3pp | 70.6%-41.6pp |
| Annual return | 12.86% | 34.84%-22.0pp | 64.84%-52.0pp | 31.27%-18.4pp |
| Employer contribution / active EE | $379 | $1,991-81.0% | $4,675-91.9% | $2,728-86.1% |
| Participant deferral / active EE | $823 | $2,824-70.9% | $5,631-85.4% | $4,651-82.3% |
| Admin fee / account holder | $411 | $437-6.0% | $15,885-97.4% | $433-5.1% |