Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Service code 11 · EIN 91-0675641 | Actuarial | $19,008 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $14,088 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,025 | $78,672+167.0% | $109,163+92.4% | $85,856+144.6% |
| Participation rate | 93.4% | 68.3%+25.2pp | 75.9%+17.6pp | 69.3%+24.1pp |
| Annual return | 9.76% | 25.09%-15.3pp | 25.75%-16.0pp | 318.58%-308.8pp |
| Employer contribution / active EE | $23,731 | $2,734+768.1% | $3,723+537.5% | $2,565+825.1% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $543 | $5,470-90.1% | $6,754-92.0% | $6,261-91.3% |