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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $17,858 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $12,569 |
12 CHESTNUT HILL, LLC1 year Filed as: CHESTNUT HILL, LLC Service code 16 · EIN 82-3643593 | Consulting | $5,935 |
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 | $166,347 | $57,352+190.0% | $83,831+98.4% | $64,173+159.2% |
| Participation rate | 90.3% | 68.6%+21.7pp | 76.1%+14.1pp | 69.6%+20.7pp |
| Annual return | -4.75% | 11.38%-16.1pp | 850.99%-855.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $19,450 | $2,546+664.1% | $3,631+435.6% | $2,381+716.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $582 | $4,046-85.6% | $5,479-89.4% | $4,887-88.1% |