Filed June 16, 2026
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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 | $81,457+100.7% | $103,378+58.1% | $80,911+102.1% |
| Participation rate | 85.4% | 66.8%+18.5pp | 74.5%+10.9pp | 67.6%+17.7pp |
| Annual return | 7.66% | 25.58%-17.9pp | 24.91%-17.2pp | 35.63%-28.0pp |
| Employer contribution / active EE | $11,232 | $3,107+261.5% | $3,870+190.2% | $2,756+307.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $401 | $6,717-94.0% | $8,401-95.2% | $6,935-94.2% |