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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $23,949 |
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 | $99,659 | $81,474+22.3% | $133,959-25.6% | $73,493+35.6% |
| Participation rate | 94.1% | 76.4%+17.7pp | 79.8%+14.2pp | 70.7%+23.4pp |
| Annual return | 16.27% | 19.40%-3.1pp | 45.09%-28.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $2,055 | $2,209-7.0% | $3,919-47.6% | $2,270-9.5% |
| Participant deferral / active EE | $10,816 | $3,786+185.6% | $5,047+114.3% | $3,740+189.2% |
| Admin fee / account holder | $151 | $713-78.9% | $8,928-98.3% | $513-70.6% |