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| Provider | Service type | Compensation |
|---|---|---|
ORENDA RETIREMENT, LLC1+ years Service code 13 · EIN 36-4877979 | Contract Administrator | $29,466 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,916 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,278 | $86,655-43.1% | $119,608-58.8% | $66,930-26.4% |
| Participation rate | 51.2% | 75.6%-24.4pp | 79.3%-28.1pp | 69.8%-18.6pp |
| Annual return | 4.15% | -8.00%+12.2pp | -14.98%+19.1pp | 1.57%+2.6pp |
| Employer contribution / active EE | $800 | $2,536-68.4% | $4,232-81.1% | $2,545-68.6% |
| Participant deferral / active EE | $1,908 | $4,358-56.2% | $5,601-65.9% | $4,238-55.0% |
| Admin fee / account holder | $268 | $755-64.5% | $10,326-97.4% | $593-54.9% |