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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $90,308 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,160 | $53,204+15.0% | $155,556-60.7% | $200,096-69.4% |
| Participation rate | 42.9% | 64.1%-21.2pp | 78.2%-35.3pp | 72.0%-29.1pp |
| Annual return | 13.53% | 41.02%-27.5pp | 64.84%-51.3pp | 34.26%-20.7pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $2,321 | $3,163-26.6% | $5,631-58.8% | $5,090-54.4% |
| Admin fee / account holder | $91 | $186-51.0% | $15,885-99.4% | $269-66.2% |