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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,141 |
Filed as: MASSMUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $11,380 |
ORENDA RETIREMENT, LLC1 year Service code 13 | Contract Administrator | $7,500 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT Service code 13 · EIN 36-4877979 | Contract Administrator | $1,676 |
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,476 | $62,928-65.9% | $172,753-87.6% | $67,582-68.2% |
| Participation rate | 58.1% | 64.5%-6.4pp | 82.6%-24.6pp | 71.3%-13.2pp |
| Annual return | 20.67% | 30.36%-9.7pp | 803.00%-782.3pp | 378.57%-357.9pp |
| Employer contribution / active EE | $389 | $1,636-76.2% | $5,144-92.4% | $2,148-81.9% |
| Participant deferral / active EE | $867 | $2,145-59.6% | $5,198-83.3% | $3,539-75.5% |
| Admin fee / account holder | $120 | $167-28.1% | $13,956-99.1% | $142-15.8% |