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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $55,535 |
Filed as: FIRLEY,MORAN,FREER & EASSA, CPA, PC Service code 10 · EIN 16-1148763 | Accounting | $15,744 |
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 | $122,145 | $82,979+47.2% | $102,412+19.3% | $77,736+57.1% |
| Participation rate | 98.1% | 71.5%+26.6pp | 74.5%+23.6pp | 70.6%+27.6pp |
| Annual return | 7.81% | 19.11%-11.3pp | 24.94%-17.1pp | 31.26%-23.5pp |
| Employer contribution / active EE | $12,625 | $3,554+255.3% | $3,870+226.2% | $2,728+362.9% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $257 | $639-59.8% | $8,388-96.9% | $433-40.7% |