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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 | $81,487+64.2% | $102,412+30.7% | $80,935+65.4% |
| Participation rate | 93.6% | 66.8%+26.8pp | 74.5%+19.1pp | 67.7%+26.0pp |
| Annual return | 8.37% | 25.60%-17.2pp | 24.94%-16.6pp | 35.66%-27.3pp |
| Employer contribution / active EE | $14,640 | $3,103+371.8% | $3,870+278.3% | $2,757+431.1% |
| Participant deferral / active EE | $819 | $3,871-78.9% | $5,060-83.8% | $4,299-81.0% |
| Admin fee / account holder | $272 | $6,717-96.0% | $8,388-96.8% | $6,924-96.1% |