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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP1+ years Filed as: MILLER-RUSSELL Service code 27 · EIN 27-1529830 | Advisory (Plan) | $41,783 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $21,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,901 | $37,117+15.6% | $147,617-70.9% | $55,191-22.3% |
| Participation rate | 59.0% | 63.6%-4.6pp | 84.6%-25.6pp | 69.2%-10.1pp |
| Annual return | 7.99% | 3.44%+4.5pp | 61.98%-54.0pp | 10.78%-2.8pp |
| Employer contribution / active EE | $4,915 | $1,620+203.3% | $5,564-11.7% | $1,899+158.9% |
| Participant deferral / active EE | $3,706 | $1,985+86.7% | $4,895-24.3% | $3,046+21.7% |
| Admin fee / account holder | $174 | $86+103.7% | $11,612-98.5% | $91+92.0% |