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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 16-1148763 | Accounting | $12,600 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $5,528 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,110 | $72,273-86.0% | $101,275-90.0% | $79,856-87.3% |
| Participation rate | 91.0% | 68.5%+22.6pp | 75.8%+15.2pp | 69.6%+21.4pp |
| Annual return | 16.16% | 22.30%-6.1pp | 46.48%-30.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $3,143 | $2,691+16.8% | $3,660-14.1% | $2,471+27.2% |
| Participant deferral / active EE | $551 | $3,282-83.2% | $4,371-87.4% | $3,741-85.3% |
| Admin fee / account holder | $93 | $4,401-97.9% | $5,948-98.4% | $5,306-98.2% |