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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 16-1148763 | Accounting | $9,783 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $6,110 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,109 | $52,884-90.3% | $84,753-94.0% | $55,167-90.7% |
| Participation rate | 87.5% | 67.5%+20.0pp | 76.6%+10.9pp | 69.0%+18.5pp |
| Annual return | 5.50% | 18.03%-12.5pp | 22.78%-17.3pp | 169.23%-163.7pp |
| Employer contribution / active EE | $530 | $2,233-76.3% | $3,574-85.2% | $1,963-73.0% |
| Participant deferral / active EE | $344 | $2,644-87.0% | $3,712-90.7% | $3,054-88.7% |
| Admin fee / account holder | $67 | $581-88.5% | $5,333-98.8% | $504-86.8% |