Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $36,002+45.3% | $161,489-67.6% | $64,728-19.2% |
| Participation rate | 29.4% | 57.4%-28.1pp | 78.7%-49.3pp | 57.9%-28.5pp |
| Annual return | 15.17% | 33.93%-18.8pp | 89.72%-74.6pp | 49.38%-34.2pp |
| Employer contribution / active EE | $381 | $1,380-72.4% | $4,268-91.1% | $2,243-83.0% |
| Participant deferral / active EE | $889 | $1,815-51.0% | $5,630-84.2% | $2,729-67.4% |
| Admin fee / account holder | $379 | $931-59.3% | $16,006-97.6% | $1,145-66.9% |