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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $18,824 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $12,718 |
12 CHESTNUT HILL, LLC2 years Filed as: CHESTNUT HILL, LLC Service code 16 · EIN 82-3643593 | Consulting | $5,875 |
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 | $183,654 | $65,364+181.0% | $92,909+97.7% | $72,975+151.7% |
| Participation rate | 97.1% | 68.3%+28.8pp | 76.0%+21.1pp | 69.5%+27.7pp |
| Annual return | 17.82% | 42.11%-24.3pp | 109.44%-91.6pp | 81.01%-63.2pp |
| Employer contribution / active EE | $21,320 | $2,594+721.8% | $3,653+483.6% | $2,440+773.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $560 | $4,251-86.8% | $5,795-90.3% | $5,124-89.1% |