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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 | $53,254+14.8% | $155,574-60.7% | $199,921-69.4% |
| Participation rate | 42.9% | 64.1%-21.2pp | 78.2%-35.3pp | 72.0%-29.1pp |
| Annual return | 13.53% | 41.18%-27.7pp | 64.87%-51.3pp | 34.28%-20.8pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,676-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $2,321 | $3,165-26.7% | $5,629-58.8% | $5,089-54.4% |
| Admin fee / account holder | $91 | $186-50.9% | $15,914-99.4% | $269-66.2% |