Filed November 5, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
DORSA CONSULTING SERVICES3 years Service code 11 · EIN 26-4614358 P.O BOX 720159 · SANDY SPRINGS, GA 30358 | Actuarial | $49,468 |
Filed as: MASSMUTUAL Service code 13 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Contract Administrator | $34,894 |
WISS & COMPANY, LLP1 year Filed as: WISS AND COMPANY LLP Service code 50 · EIN 22-1732349 | Direct Payment | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | 2.97% | 12.39%-9.4pp | 20.73%-17.8pp | 13.59%-10.6pp |
| Employer contribution / active EE | $24,390 | $14,456+68.7% | $36,503-33.2% | $14,592+67.2% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |