Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 16-1148763 | Accounting | $14,197 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $8,925 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,053 | $64,729-84.5% | $112,263-91.0% | $68,490-85.3% |
| Participation rate | 93.8% | 67.2%+26.7pp | 75.1%+18.8pp | 67.9%+25.9pp |
| Annual return | -16.40% | -11.40%-5.0pp | 27.49%-43.9pp | -7.85%-8.5pp |
| Employer contribution / active EE | $892 | $2,746-67.5% | $3,636-75.5% | $2,597-65.6% |
| Participant deferral / active EE | $724 | $3,566-79.7% | $4,729-84.7% | $4,028-82.0% |
| Admin fee / account holder | $111 | $5,222-97.9% | $6,410-98.3% | $5,403-97.9% |