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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $40,922 |
Service code 10 · EIN 16-1148763 | Accounting | $16,012 |
12 CHESTNUT HILL, LLC2 years Service code 16 · EIN 82-3643593 | Consulting | $14,530 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $122,974 | $63,114+94.8% | $92,903+32.4% | $65,185+88.7% |
| Participation rate | 89.2% | 68.8%+20.4pp | 76.0%+13.2pp | 70.2%+19.0pp |
| Annual return | 18.82% | 28.75%-9.9pp | 109.43%-90.6pp | 29.38%-10.6pp |
| Employer contribution / active EE | $12,995 | $2,571+405.5% | $3,653+255.7% | $2,177+497.0% |
| Participant deferral / active EE | $592 | $3,108-81.0% | $4,238-86.0% | $3,514-83.2% |
| Admin fee / account holder | $331 | $624-46.9% | $5,795-94.3% | $847-60.9% |