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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 | $81,504+138.0% | $102,437+89.3% | $80,959+139.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 7.11% | 25.60%-18.5pp | 24.95%-17.8pp | 35.67%-28.6pp |
| Employer contribution / active EE | $30,533 | $3,104+883.8% | $3,871+688.8% | $2,757+1007.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $590 | $6,719-91.2% | $8,388-93.0% | $6,925-91.5% |