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 |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $22,398 |
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 | $56,158 | $63,924-12.1% | $108,582-48.3% | $55,167+1.8% |
| Participation rate | 89.8% | 74.3%+15.5pp | 79.6%+10.2pp | 69.0%+20.8pp |
| Annual return | 7.13% | 15.31%-8.2pp | -51.70%+58.8pp | 169.23%-162.1pp |
| Employer contribution / active EE | $996 | $1,879-47.0% | $3,758-73.5% | $1,963-49.2% |
| Participant deferral / active EE | $7,715 | $3,067+151.6% | $4,311+79.0% | $3,054+152.6% |
| Admin fee / account holder | $106 | $618-82.9% | $7,645-98.6% | $504-79.0% |