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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $9,399 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,554 | $69,590+31.6% | $136,867-33.1% | $94,015-2.6% |
| Participation rate | 97.0% | 66.3%+30.7pp | 74.5%+22.5pp | 70.8%+26.2pp |
| Annual return | 12.57% | 19.62%-7.0pp | 42.97%-30.4pp | 17.84%-5.3pp |
| Employer contribution / active EE | $5,069 | $2,396+111.5% | $3,547+42.9% | $2,790+81.7% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $75 | $8,912-99.2% | $10,340-99.3% | $8,951-99.2% |