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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $43,453 |
Service code 10 · EIN 16-1148763 | Accounting | $14,255 |
12 CHESTNUT HILL, LLC5 years Service code 16 · EIN 82-3643593 | Consulting | $7,206 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,856 | $64,138+86.9% | $112,258+6.8% | $66,930+79.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -14.76% | -13.81%-1.0pp | 27.47%-42.2pp | 1.57%-16.3pp |
| Employer contribution / active EE | $20,441 | $3,006+579.9% | $3,636+462.3% | $2,545+703.2% |
| Participant deferral / active EE | $930 | $3,694-74.8% | $4,728-80.3% | $4,238-78.1% |
| Admin fee / account holder | $336 | $625-46.3% | $6,411-94.8% | $593-43.4% |