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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $9,399 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,554 | $61,125+49.8% | $94,057-2.7% | $87,485+4.7% |
| Participation rate | 97.0% | 64.1%+32.9pp | 73.3%+23.7pp | 68.9%+28.1pp |
| Annual return | 12.57% | 35.20%-22.6pp | 480.62%-468.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $5,069 | $2,136+137.2% | $2,933+72.8% | $2,596+95.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $75 | $5,629-98.7% | $7,244-99.0% | $7,775-99.0% |