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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,190 |
ANCHOR POINT FINANCIAL1 year Service code 27 · EIN 33-1941117 | Advisory (Plan) | $10,301 |
ORENDA RETIREMENT, LLC6 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $10,097 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $125,668 | $106,749+17.7% | $145,433-13.6% | $82,448+52.4% |
| Participation rate | 60.0% | 75.6%-15.6pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | -78.98% | 27.59%-106.6pp | 66.58%-145.6pp | 41.64%-120.6pp |
| Employer contribution / active EE | $91 | $3,444-97.4% | $4,554-98.0% | $2,551-96.5% |
| Participant deferral / active EE | $41,407 | $6,519+535.2% | $7,897+424.3% | $4,139+900.3% |
| Admin fee / account holder | $2,649 | $8,390-68.4% | $13,129-79.8% | $7,234-63.4% |