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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 | $51,638+77.3% | $68,368+33.9% | $82,448+11.0% |
| Participation rate | 97.0% | 63.6%+33.4pp | 73.8%+23.3pp | 68.1%+28.9pp |
| Annual return | 12.57% | 37.53%-25.0pp | 292.57%-280.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $5,069 | $2,047+147.7% | $2,649+91.4% | $2,551+98.7% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $75 | $4,643-98.4% | $5,150-98.6% | $7,234-99.0% |