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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $46,993 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $13,525 |
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 | $119,035 | $60,545+96.6% | $92,240+29.0% | $69,631+71.0% |
| Participation rate | 91.4% | 72.2%+19.3pp | 76.5%+14.9pp | 70.7%+20.7pp |
| Annual return | 13.29% | 19.71%-6.4pp | 176.29%-163.0pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $11,751 | $2,633+346.2% | $3,680+219.3% | $2,032+478.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $298 | $145+105.6% | $5,194-94.3% | $110+169.5% |