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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $18,622 |
FIRLEY, MORAN, FREER & EASSA,CPA PC10+ years Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $12,034 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $193,938 | $81,476+138.0% | $102,383+89.4% | $80,925+139.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 7.11% | 25.59%-18.5pp | 24.94%-17.8pp | 35.65%-28.5pp |
| Employer contribution / active EE | $30,533 | $3,105+883.4% | $3,870+688.9% | $2,756+1007.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $590 | $6,717-91.2% | $8,391-93.0% | $6,940-91.5% |