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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $77,240 |
Filed as: SCHNEIDER DOWNS CO Service code 15 · EIN 25-1408703 | Recordkeeping | $15,063 |
MORGAN STANLEY SMITH BARNEY6+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,745 | $56,095-6.0% | $178,510-70.5% | $90,274-41.6% |
| Participation rate | 40.0% | 65.6%-25.6pp | 81.9%-42.0pp | 73.4%-33.4pp |
| Annual return | 14.21% | 28.81%-14.6pp | 151.13%-136.9pp | 53.97%-39.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,895 | $2,669-29.0% | $5,202-63.6% | $4,231-55.2% |
| Admin fee / account holder | $98 | $101-2.2% | $13,988-99.3% | $114-13.7% |