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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $23,028 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $13,044 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,898 | $64,719+185.7% | $112,249+64.7% | $68,486+170.0% |
| Participation rate | 94.0% | 67.2%+26.9pp | 75.1%+19.0pp | 67.9%+26.1pp |
| Annual return | -15.03% | -11.40%-3.6pp | 27.48%-42.5pp | -7.85%-7.2pp |
| Employer contribution / active EE | $27,253 | $2,747+892.2% | $3,636+649.5% | $2,597+949.5% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $598 | $5,232-88.6% | $6,412-90.7% | $5,404-88.9% |