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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $164,924 |
ORENDA RETIREMENT, LLC5 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $66,452 |
SAN LUIS WEALTH ADVISORS3 years Service code 27 · EIN 85-1106436 | Advisory (Plan) | $57,684 |
Filed as: SAN LUIS WEALTH ADVSIORS Service code 27 | Advisory (Plan) | $13,475 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer 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 | $77,373 | $106,264-27.2% | $147,117-47.4% | $77,762-0.5% |
| Participation rate | 75.7% | 78.4%-2.7pp | 82.2%-6.5pp | 70.6%+5.1pp |
| Annual return | 12.13% | 56.94%-44.8pp | 420.54%-408.4pp | 31.27%-19.1pp |
| Employer contribution / active EE | $669 | $4,074-83.6% | $4,932-86.4% | $2,728-75.5% |
| Participant deferral / active EE | $5,038 | $8,003-37.0% | $8,065-37.5% | $4,651+8.3% |
| Admin fee / account holder | $532 | $334+59.0% | $12,993-95.9% | $433+22.8% |