Filed June 16, 2026
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $28,750 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,PC Service code 10 · EIN 16-1148763 | Accounting | $10,538 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,223 | $50,464+195.7% | $75,782+96.9% | $52,331+185.2% |
| Participation rate | 80.5% | 66.8%+13.7pp | 75.8%+4.7pp | 68.1%+12.4pp |
| Annual return | -2.31% | 1.03%-3.3pp | 9.68%-12.0pp | 4.54%-6.9pp |
| Employer contribution / active EE | $8,252 | $1,988+315.0% | $3,323+148.3% | $1,882+338.5% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $439 | $1,103-60.2% | $5,300-91.7% | $592-25.7% |