Filed November 5, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
DORSA CONSULTING SERVICES4 years Service code 11 · EIN 26-4614358 P.O BOX 720159 · SANDY SPRINGS, GA 30358 | Actuarial | $31,883 |
Filed as: MASSMUTUAL Service code 13 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Contract Administrator | $26,857 |
WISS & COMPANY, LLP2 years Filed as: WISS AND COMPANY LLP Service code 50 · EIN 22-1732349 | Direct Payment | $0 |
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 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | 2.30% | 9.03%-6.7pp | 90.61%-88.3pp | 9.29%-7.0pp |
| Employer contribution / active EE | $24,390 | $14,065+73.4% | $32,730-25.5% | $15,168+60.8% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |