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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $23,666 |
ORENDA RETIREMENT, LLC1 year Service code 13 | Contract Administrator | $12,696 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,759 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $2,541 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,020 | $123,793+12.3% | $177,821-21.8% | $79,858+74.1% |
| Participation rate | 92.9% | 84.7%+8.2pp | 87.7%+5.1pp | 69.6%+23.2pp |
| Annual return | -1.16% | 22.82%-24.0pp | 48.32%-49.5pp | 31.71%-32.9pp |
| Employer contribution / active EE | $8,578 | $4,095+109.5% | $5,918+44.9% | $2,471+247.2% |
| Participant deferral / active EE | $4,592 | $5,956-22.9% | $7,714-40.5% | $3,740+22.8% |
| Admin fee / account holder | $453 | $7,243-93.8% | $12,427-96.4% | $5,306-91.5% |