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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $74,892 |
MORGAN STANLEY SMITH BARNEY9+ 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 | $54,766 | $50,169+9.2% | $149,740-63.4% | $80,187-31.7% |
| Participation rate | 45.2% | 64.3%-19.0pp | 78.8%-33.5pp | 72.9%-27.7pp |
| Annual return | 17.00% | 29.82%-12.8pp | 134.51%-117.5pp | 40.40%-23.4pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $2,374 | $3,194-25.7% | $5,683-58.2% | $5,016-52.7% |
| Admin fee / account holder | $80 | $153-47.3% | $13,222-99.4% | $145-44.5% |