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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $58,761 |
Filed as: FIRLEY,MORAN,FREER & EASSA, CPA, PC Service code 10 · EIN 16-1148763 | Accounting | $14,497 |
12 CHESTNUT HILL, LLC5 years Service code 16 · EIN 83-3643593 | Consulting | $10,037 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,271 | $106,236-8.4% | $112,249-13.3% | $64,819+50.1% |
| Participation rate | 96.8% | 71.7%+25.1pp | 75.1%+21.7pp | 71.5%+25.3pp |
| Annual return | -15.00% | -6.02%-9.0pp | 27.48%-42.5pp | 32.84%-47.8pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,636-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $10,294 | $3,785+172.0% | $4,729+117.7% | $4,311+138.8% |
| Admin fee / account holder | $251 | $452-44.3% | $6,412-96.1% | $188+33.9% |