Filed January 11, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.11+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $52,204 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,400 | $117,025-43.3% | $91,541-27.5% | $85,563-22.4% |
| Participation rate | 74.0% | 64.2%+9.7pp | 69.8%+4.2pp | 66.0%+8.0pp |
| Annual return | 14.22% | 18.02%-3.8pp | 20.50%-6.3pp | 31.51%-17.3pp |
| Employer contribution / active EE | $2,639 | $2,120+24.4% | $2,505+5.3% | $2,654-0.6% |
| Participant deferral / active EE | $3,327 | $3,446-3.5% | $4,008-17.0% | $4,375-24.0% |
| Admin fee / account holder | $151 | $1,242-87.8% | $6,956-97.8% | $834-81.9% |