Filed November 5, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
DORSA CONSULTING SERVICES5 years Service code 11 · EIN 26-4614358 | Actuarial | $40,290 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 13 · EIN 84-0467907 | Contract Administrator | $36,860 |
WISS & COMPANY, LLP1 year Filed as: WISS & COMPANY LLP Service code 50 · EIN 22-1732349 | Direct Payment | $12,750 |
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 | $0 | $54,982-100.0% | $227,282-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 35.4%-35.4pp | 8.4%-8.4pp |
| Annual return | 2.56% | 9.11%-6.6pp | 10.75%-8.2pp | 18.35%-15.8pp |
| Employer contribution / active EE | $26,316 | $16,122+63.2% | $35,170-25.2% | $14,669+79.4% |
| Participant deferral / active EE | $0 | $43-100.0% | $82-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $3,192-100.0% | $4,611-100.0% | $9,141-100.0% |