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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $61,138 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 41 S HIGH ST., SUITE 2700 · COLUMBUS, OH 43215 | Advisory (Plan) | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,593 | $47,456-6.0% | $172,757-74.2% | $77,775-42.7% |
| Participation rate | 40.0% | 66.3%-26.3pp | 82.6%-42.7pp | 73.2%-33.2pp |
| Annual return | 21.54% | 35.57%-14.0pp | 803.06%-781.5pp | 32.58%-11.0pp |
| Employer contribution / active EE | $2 | $1,574-99.9% | $5,144-100.0% | $2,504-99.9% |
| Participant deferral / active EE | $1,869 | $2,560-27.0% | $5,198-64.0% | $3,966-52.9% |
| Admin fee / account holder | $70 | $81-13.2% | $13,956-99.5% | $100-29.9% |