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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $26,256 |
FIRLEY, MORAN, FREER & EASSA,CPA PC10+ years Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,PC Service code 10 · EIN 16-1148763 | Accounting | $10,506 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $163,492 | $81,487+100.6% | $102,412+59.6% | $80,935+102.0% |
| Participation rate | 85.4% | 66.8%+18.6pp | 74.5%+10.9pp | 67.7%+17.7pp |
| Annual return | 7.66% | 25.60%-17.9pp | 24.94%-17.3pp | 35.66%-28.0pp |
| Employer contribution / active EE | $11,232 | $3,103+262.0% | $3,870+190.2% | $2,757+307.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $401 | $6,717-94.0% | $8,388-95.2% | $6,924-94.2% |