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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $49,431 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $13,138 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,624 | $57,921+87.5% | $84,753+28.2% | $57,658+88.4% |
| Participation rate | 94.2% | 72.9%+21.3pp | 76.6%+17.6pp | 70.2%+24.0pp |
| Annual return | 6.83% | 10.24%-3.4pp | 22.78%-15.9pp | 5.13%+1.7pp |
| Employer contribution / active EE | $13,660 | $2,598+425.7% | $3,574+282.2% | $1,974+592.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $320 | $130+146.9% | $5,333-94.0% | $95+238.7% |