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 |
|---|---|---|
Filed as: FIRLEY, MORAN, FREER & EASSA CPA PC Service code 10 · EIN 16-1148763 | Accounting | $12,600 |
MILLIMAN, INC.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $11,459 |
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 | $84,938 | $69,383+22.4% | $101,271-16.1% | $73,493+15.6% |
| Participation rate | 92.2% | 68.4%+23.8pp | 75.8%+16.3pp | 70.7%+21.5pp |
| Annual return | 14.34% | 18.46%-4.1pp | 46.48%-32.1pp | 28.51%-14.2pp |
| Employer contribution / active EE | $12,425 | $2,628+372.7% | $3,660+239.5% | $2,270+447.4% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $261 | $704-62.9% | $5,948-95.6% | $513-49.1% |