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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $17,064 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA P.C. Service code 10 · EIN 16-1148763 | Accounting | $14,263 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,441 | $56,894+218.9% | $84,753+114.1% | $62,881+188.5% |
| Participation rate | 98.9% | 68.5%+30.3pp | 76.6%+22.3pp | 69.3%+29.6pp |
| Annual return | 6.61% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $14,055 | $2,400+485.7% | $3,574+293.2% | $2,281+516.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $590 | $3,581-83.5% | $5,333-88.9% | $4,296-86.3% |