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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $51,022 |
12 CHESTNUT HILL, LLC1 year Service code 16 · EIN 82-3643593 | Consulting | $19,635 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $13,105 |
Filed as: MASTERPOLE-MURPHY AGENCY, INC. Service code 23 · EIN 16-0969165 | Insurance services | $8,420 |
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 | $111,054 | $56,443+96.8% | $83,830+32.5% | $55,725+99.3% |
| Participation rate | 92.8% | 72.0%+20.8pp | 76.1%+16.7pp | 70.9%+22.0pp |
| Annual return | -5.02% | 393.67%-398.7pp | 850.97%-856.0pp | 244.93%-249.9pp |
| Employer contribution / active EE | $10,431 | $2,682+289.0% | $3,631+187.3% | $2,078+402.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $325 | $156+107.9% | $5,479-94.1% | $115+181.9% |