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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,084 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $30,903 |
ORENDA RETIREMENT, LLC4 years Filed as: ORENDA RETIREMENT Service code 13 · EIN 36-4877979 | Contract Administrator | $8,101 |
ORENDA RETIREMENT, LLC4 years Service code 13 | Contract Administrator | $7,658 |
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.)
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 | $31,212 | $46,332-32.6% | $143,797-78.3% | $64,824-51.9% |
| Participation rate | 32.0% | 64.2%-32.2pp | 80.3%-48.3pp | 71.5%-39.5pp |
| Annual return | -17.61% | -10.05%-7.6pp | -0.04%-17.6pp | 32.84%-50.5pp |
| Employer contribution / active EE | $371 | $1,911-80.6% | $4,952-92.5% | $2,507-85.2% |
| Participant deferral / active EE | $806 | $2,647-69.6% | $5,638-85.7% | $4,311-81.3% |
| Admin fee / account holder | $308 | $154+100.0% | $14,679-97.9% | $188+63.8% |