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| Provider | Service type | Compensation |
|---|---|---|
DORSA CONSULTING SERVICES4 years Service code 11 · EIN 26-4614358 P.O BOX 720159 · SANDY SPRINGS, GA 30328 | Actuarial | $42,402 |
Filed as: MASS MUTUAL Service code 13 · EIN 04-1590850 1295 STATES STREET · SPRINGFIELD, MA 01111 | Contract Administrator | $14,723 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $34,827-100.0% | $2,066,441-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 7.0%-7.0pp | 43.0%-43.0pp |
| Annual return | -0.44% | 8.77%-9.2pp | 10.57%-11.0pp | 259.17%-259.6pp |
| Employer contribution / active EE | $10,000 | $30,532-67.2% | $18,335-45.5% | $41,471-75.9% |
| Participant deferral / active EE | $0 | $0 | $5-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $246-100.0% | $8,713-100.0% | $21,502-100.0% |