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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 | $50,902+241.3% | $155,534+11.7% | $77,736+123.5% |
| Participation rate | 98.6% | 63.1%+35.5pp | 78.2%+20.4pp | 70.6%+28.0pp |
| Annual return | 13.66% | 34.85%-21.2pp | 64.92%-51.3pp | 31.26%-17.6pp |
| Employer contribution / active EE | $8,560 | $1,991+329.8% | $4,675+83.1% | $2,728+213.8% |
| Participant deferral / active EE | $6,686 | $2,824+136.7% | $5,630+18.7% | $4,651+43.8% |
| Admin fee / account holder | $49 | $437-88.8% | $15,900-99.7% | $433-88.7% |