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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $9,525 |
Filed as: FIRLEY, MORAN, FREER & EASSA CPA PC Service code 10 · EIN 16-1148763 | Accounting | $9,233 |
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 | $40,349 | $52,678-23.4% | $75,784-46.8% | $59,633-32.3% |
| Participation rate | 98.8% | 67.2%+31.5pp | 75.8%+22.9pp | 68.7%+30.1pp |
| Annual return | -2.71% | 2.95%-5.7pp | 9.68%-12.4pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $6,495 | $2,193+196.1% | $3,323+95.4% | $2,203+194.9% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $196 | $3,610-94.6% | $5,300-96.3% | $4,297-95.4% |