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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $15,159 |
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA P.C. Service code 10 · EIN 16-1148763 | Accounting | $13,042 |
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 | $214,350 | $63,346+238.4% | $92,239+132.4% | $70,124+205.7% |
| Participation rate | 94.0% | 68.7%+25.3pp | 76.5%+17.5pp | 69.5%+24.4pp |
| Annual return | 13.33% | 530.19%-516.9pp | 176.29%-163.0pp | 73.14%-59.8pp |
| Employer contribution / active EE | $15,405 | $2,471+523.4% | $3,680+318.7% | $2,342+557.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $601 | $3,841-84.3% | $5,194-88.4% | $4,645-87.1% |