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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,975 | $73,933+193.5% | $96,683+124.4% | $75,163+188.7% |
| Participation rate | 87.7% | 66.4%+21.3pp | 74.3%+13.3pp | 67.2%+20.5pp |
| Annual return | 12.04% | 26.70%-14.7pp | 35.69%-23.7pp | 160.62%-148.6pp |
| Employer contribution / active EE | $31,961 | $2,928+991.7% | $3,737+755.3% | $2,670+1097.1% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $569 | $5,216-89.1% | $6,730-91.5% | $5,651-89.9% |