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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,413 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $26,105 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $25,203 |
TRAILBREAKER ACCOUNTING1 year Filed as: TRAILBREAKER ACCOUNTING PLLC Service code 10 · EIN 39-3265760 | Accounting | $9,750 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,285 | $26,936+97.8% | $53,647-0.7% | $71,012-25.0% |
| Participation rate | 28.2% | 21.9%+6.3pp | 56.3%-28.1pp | 58.6%-30.4pp |
| Annual return | 15.40% | 81.59%-66.2pp | 358.33%-342.9pp | 37.67%-22.3pp |
| Employer contribution / active EE | $313 | $335-6.5% | $962-67.4% | $2,348-86.7% |
| Participant deferral / active EE | $1,245 | $590+111.0% | $1,813-31.4% | $3,246-61.7% |
| Admin fee / account holder | $321 | $2,177-85.2% | $2,460-86.9% | $1,167-72.5% |