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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $18,233 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $9,283 |
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 | $149,589 | $56,894+162.9% | $84,753+76.5% | $62,881+137.9% |
| Participation rate | 96.7% | 68.5%+28.2pp | 76.6%+20.1pp | 69.3%+27.4pp |
| Annual return | 6.77% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $18,798 | $2,400+683.3% | $3,574+425.9% | $2,281+724.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $514 | $3,581-85.6% | $5,333-90.4% | $4,296-88.0% |