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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $16,907 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $15,712 |
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 | $187,313 | $63,346+195.7% | $92,240+103.1% | $70,126+167.1% |
| Participation rate | 90.5% | 68.7%+21.8pp | 76.5%+14.0pp | 69.5%+20.9pp |
| Annual return | 13.31% | 530.19%-516.9pp | 176.29%-163.0pp | 73.15%-59.8pp |
| Employer contribution / active EE | $21,244 | $2,471+759.7% | $3,680+477.3% | $2,343+806.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $607 | $3,841-84.2% | $5,194-88.3% | $4,645-86.9% |