See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 5100 POPLAR AVE #2123 · MEMPHIS, TN 38137 | Other Fees | $15,491 |
DORSA CONSULTING SERVICES3 years Filed as: DORSA CONSULTING SERVICES, INC. Service code 49 · EIN 26-4614358 P.O. BOX 720159 · SANDY SPRINGS, GA 30358 | Other Services | $5,337 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $1,700 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 ONE ORANGE WAY · WINDSOR, CT 06095 | Advisory (Participants) | $1,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,005 | $76,050-10.6% | $96,544-29.6% | $71,457-4.8% |
| Participation rate | 48.0% | 74.4%-26.4pp | 76.0%-28.0pp | 67.9%-19.9pp |
| Annual return | 15.88% | 22.81%-6.9pp | 25.84%-10.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $287 | $2,244-87.2% | $2,965-90.3% | $2,588-88.9% |
| Participant deferral / active EE | $2,993 | $4,215-29.0% | $4,851-38.3% | $4,289-30.2% |
| Admin fee / account holder | $67 | $2,707-97.5% | $8,252-99.2% | $1,587-95.8% |