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| Provider | Service type | Compensation |
|---|---|---|
DORSA CONSULTING SERVICES3 years Filed as: DORSA CONSULTING SERVICES, INC. Service code 11 · EIN 26-4614358 | Actuarial | $2,136 |
Filed as: VOYA LIFE INSURANCE & ANNUITY Service code 60 · EIN 71-0294708 | Sub-TA Fees | $888 |
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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 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 3.21% | 8.82%-5.6pp | 7.69%-4.5pp | 9.89%-6.7pp |
| Employer contribution / active EE | $11,765 | $12,837-8.4% | $28,501-58.7% | $14,313-17.8% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |