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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $24,428 |
FIRLEY, MORAN, FREER & EASSA,CPA PC10+ years Filed as: FIRLEY,MORAN,FREER & EASSA,CPA P.C. Service code 10 · EIN 16-1148763 | Accounting | $12,399 |
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 | $214,347 | $81,487+163.0% | $102,412+109.3% | $80,935+164.8% |
| Participation rate | 89.5% | 66.8%+22.7pp | 74.5%+15.0pp | 67.7%+21.9pp |
| Annual return | 7.94% | 25.60%-17.7pp | 24.94%-17.0pp | 35.66%-27.7pp |
| Employer contribution / active EE | $19,330 | $3,103+523.0% | $3,870+399.5% | $2,757+601.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $537 | $6,717-92.0% | $8,388-93.6% | $6,924-92.2% |