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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $15,864 |
FIRLEY, MORAN, FREER & EASSA,CPA PC10+ years Filed as: FIRLEY, MORAN, FREER & EASSA CPA PC Service code 10 · EIN 16-1148763 | Accounting | $14,029 |
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 | $117,355 | $81,504+44.0% | $102,437+14.6% | $80,959+45.0% |
| Participation rate | 91.6% | 66.9%+24.7pp | 74.5%+17.1pp | 67.7%+23.9pp |
| Annual return | 7.46% | 25.60%-18.1pp | 24.95%-17.5pp | 35.67%-28.2pp |
| Employer contribution / active EE | $16,549 | $3,104+433.2% | $3,871+327.6% | $2,757+500.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $335 | $6,719-95.0% | $8,388-96.0% | $6,925-95.2% |