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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $42,955 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,741 | $50,860+241.6% | $155,574+11.7% | $77,714+123.6% |
| Participation rate | 98.6% | 63.1%+35.4pp | 78.2%+20.4pp | 70.6%+28.0pp |
| Annual return | 13.66% | 34.86%-21.2pp | 64.87%-51.2pp | 31.26%-17.6pp |
| Employer contribution / active EE | $8,560 | $1,991+330.0% | $4,676+83.1% | $2,727+213.9% |
| Participant deferral / active EE | $6,686 | $2,825+136.7% | $5,629+18.8% | $4,649+43.8% |
| Admin fee / account holder | $49 | $436-88.8% | $15,914-99.7% | $433-88.7% |