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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRLEY, MORAN, FREER & EASSA CPA PC Service code 10 · EIN 16-1148763 | Accounting | $14,269 |
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $12,313 |
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 | $44,393 | $56,894-22.0% | $84,753-47.6% | $62,881-29.4% |
| Participation rate | 83.3% | 68.5%+14.8pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 6.73% | 6.30%+0.4pp | 22.78%-16.1pp | 20.14%-13.4pp |
| Employer contribution / active EE | $5,902 | $2,400+146.0% | $3,574+65.1% | $2,281+158.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $272 | $3,581-92.4% | $5,333-94.9% | $4,296-93.7% |