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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $211 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $211 |
DORSA CONSULTING SERVICES2 years Filed as: DORSA CONSULTING SERVICES, INC. Service code 49 · EIN 71-0294708 | Other Services | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,329 | $81,900+12.7% | $119,609-22.8% | $68,494+34.8% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -18.76% | -23.82%+5.1pp | -14.97%-3.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $657 | $2,693-75.6% | $4,232-84.5% | $2,596-74.7% |
| Participant deferral / active EE | $4,119 | $4,148-0.7% | $5,602-26.5% | $4,027+2.3% |
| Admin fee / account holder | $71 | $6,582-98.9% | $10,323-99.3% | $5,403-98.7% |