Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $14,502 |
Filed as: FIRLEY, MORAN, FREER & EASSA CPA PC Service code 10 · EIN 16-1148763 | Accounting | $13,032 |
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 | $56,457 | $55,449+1.8% | $83,830-32.7% | $56,287+0.3% |
| Participation rate | 88.3% | 68.0%+20.3pp | 76.1%+12.2pp | 69.9%+18.5pp |
| Annual return | -5.49% | -1.38%-4.1pp | 850.97%-856.5pp | -9.96%+4.5pp |
| Employer contribution / active EE | $9,883 | $2,430+306.6% | $3,631+172.2% | $2,111+368.2% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $294 | $656-55.2% | $5,479-94.6% | $521-43.6% |