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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $18,622 |
FIRLEY, MORAN, FREER & EASSA,CPA PC10+ years Filed as: FIRLEY,MORAN,FREER & EASSA,CPA,P.C. Service code 10 · EIN 16-1148763 | Accounting | $12,034 |
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 | $193,938 | $81,460+138.1% | $103,333+87.7% | $80,856+139.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 7.11% | 25.55%-18.4pp | 24.88%-17.8pp | 35.59%-28.5pp |
| Employer contribution / active EE | $30,533 | $3,105+883.3% | $3,868+689.4% | $2,755+1008.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $590 | $6,566-91.0% | $8,355-92.9% | $6,918-91.5% |