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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,092 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $41,161 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $20,299 |
COOPER SAVAS LLC1 year Filed as: COOPER WILLIAMS LLC Service code 10 · EIN 27-3637149 | Accounting | $9,750 |
PAPILLON PRINTING, LLC1 year Filed as: PAPILLON PRINTING LLC Service code 13 · EIN 81-5183995 | Contract Administrator | $6,192 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,804 | $100,801-45.6% | $149,696-63.4% | $73,409-25.3% |
| Participation rate | 66.3% | 77.7%-11.3pp | 82.5%-16.1pp | 72.2%-5.8pp |
| Annual return | 19.82% | 265.34%-245.5pp | 276.60%-256.8pp | 59.29%-39.5pp |
| Employer contribution / active EE | $522 | $3,312-84.2% | $4,644-88.8% | $2,234-76.6% |
| Participant deferral / active EE | $3,460 | $6,404-46.0% | $6,842-49.4% | $3,805-9.1% |
| Admin fee / account holder | $297 | $181+64.1% | $9,309-96.8% | $158+87.9% |