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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Service code 11 · EIN 91-0675641 | Actuarial | $21,737 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $14,224 |
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 | $216,975 | $73,978+193.3% | $96,515+124.8% | $75,173+188.6% |
| Participation rate | 87.7% | 66.4%+21.3pp | 74.3%+13.3pp | 67.2%+20.5pp |
| Annual return | 12.04% | 26.72%-14.7pp | 35.73%-23.7pp | 160.72%-148.7pp |
| Employer contribution / active EE | $31,961 | $2,931+990.6% | $3,740+754.7% | $2,671+1096.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $569 | $5,219-89.1% | $6,735-91.6% | $5,651-89.9% |