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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $24,755 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,824 | $39,859-57.8% | $78,689-78.6% | $57,658-70.8% |
| Participation rate | 95.7% | 66.1%+29.6pp | 73.6%+22.1pp | 70.2%+25.5pp |
| Annual return | 5.03% | 18.96%-13.9pp | 62.18%-57.1pp | 5.13%-0.1pp |
| Employer contribution / active EE | $785 | $1,786-56.1% | $2,851-72.5% | $1,974-60.2% |
| Participant deferral / active EE | $1,747 | $2,248-22.3% | $3,517-50.3% | $3,061-42.9% |
| Admin fee / account holder | $77 | $76+0.8% | $4,510-98.3% | $95-18.8% |