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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $37,328 |
FIRLEY, MORAN, FREER & EASSA,CPA PC10+ years Service code 10 · EIN 16-1148763 | Accounting | $11,251 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $133,833 | $81,446+64.3% | $103,374+29.5% | $80,874+65.5% |
| Participation rate | 93.6% | 66.9%+26.8pp | 74.5%+19.1pp | 67.6%+26.0pp |
| Annual return | 8.37% | 25.57%-17.2pp | 24.89%-16.5pp | 35.62%-27.3pp |
| Employer contribution / active EE | $14,640 | $3,107+371.2% | $3,869+278.4% | $2,756+431.3% |
| Participant deferral / active EE | $819 | $3,870-78.8% | $5,058-83.8% | $4,297-80.9% |
| Admin fee / account holder | $272 | $6,715-96.0% | $8,394-96.8% | $6,935-96.1% |