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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $18,222 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $15,675 |
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 | $195,258 | $72,273+170.2% | $101,275+92.8% | $79,856+144.5% |
| Participation rate | 98.1% | 68.5%+29.7pp | 75.8%+22.3pp | 69.6%+28.5pp |
| Annual return | 13.18% | 22.30%-9.1pp | 46.48%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $20,366 | $2,691+656.8% | $3,660+456.4% | $2,471+724.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $580 | $4,401-86.8% | $5,948-90.3% | $5,306-89.1% |