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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA P.C. Service code 10 · EIN 16-1148763 | Accounting | $12,423 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $12,378 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,382 | $57,350+59.3% | $83,850+9.0% | $64,181+42.4% |
| Participation rate | 90.3% | 68.6%+21.7pp | 76.1%+14.2pp | 69.6%+20.8pp |
| Annual return | -4.67% | 11.38%-16.0pp | 850.92%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $11,528 | $2,545+352.9% | $3,631+217.5% | $2,381+384.2% |
| Participant deferral / active EE | $53 | $2,993-98.2% | $4,082-98.7% | $3,470-98.5% |
| Admin fee / account holder | $391 | $4,046-90.3% | $5,478-92.9% | $4,887-92.0% |