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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $45,138 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $11,457 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,174 | $50,498+106.3% | $75,784+37.5% | $55,191+88.7% |
| Participation rate | 88.8% | 69.4%+19.4pp | 75.8%+13.0pp | 69.2%+19.6pp |
| Annual return | -2.36% | 1.80%-4.2pp | 9.68%-12.0pp | 10.78%-13.1pp |
| Employer contribution / active EE | $9,790 | $2,291+327.4% | $3,323+194.6% | $1,899+415.6% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $279 | $123+126.6% | $5,300-94.7% | $91+207.1% |