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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 16-1148763 | Accounting | $13,118 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $5,069 |
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 | $6,682 | $57,352-88.3% | $83,831-92.0% | $64,173-89.6% |
| Participation rate | 86.2% | 68.6%+17.6pp | 76.1%+10.1pp | 69.6%+16.6pp |
| Annual return | -5.49% | 11.38%-16.9pp | 850.99%-856.5pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,655 | $2,546-35.0% | $3,631-54.4% | $2,381-30.5% |
| Participant deferral / active EE | $240 | $2,993-92.0% | $4,082-94.1% | $3,470-93.1% |
| Admin fee / account holder | $95 | $4,046-97.6% | $5,479-98.3% | $4,887-98.0% |