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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $29,725 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,PC Service code 10 · EIN 16-1148763 | Accounting | $13,412 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $147,768 | $52,884+179.4% | $84,753+74.4% | $55,167+167.9% |
| Participation rate | 75.6% | 67.5%+8.0pp | 76.6%-1.0pp | 69.0%+6.6pp |
| Annual return | 6.91% | 18.03%-11.1pp | 22.78%-15.9pp | 169.23%-162.3pp |
| Employer contribution / active EE | $9,000 | $2,233+303.0% | $3,574+151.8% | $1,963+358.6% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $521 | $581-10.3% | $5,333-90.2% | $504+3.4% |