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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $56,659 |
Filed as: FIRLEY,MORAN,FREER & EASSA, CPA, PC Service code 10 · EIN 16-1148763 | Accounting | $16,273 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,758 | $93,010+26.6% | $96,520+22.0% | $74,440+58.2% |
| Participation rate | 84.4% | 71.6%+12.9pp | 74.3%+10.1pp | 70.7%+13.7pp |
| Annual return | 12.59% | 37.50%-24.9pp | 35.72%-23.1pp | 34.37%-21.8pp |
| Employer contribution / active EE | $13,354 | $3,427+289.6% | $3,739+257.2% | $2,638+406.2% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,879-100.0% | $4,529-100.0% |
| Admin fee / account holder | $265 | $633-58.1% | $6,733-96.1% | $348-23.7% |