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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $23,736 |
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 | $20,679 | $46,100-55.1% | $86,590-76.1% | $69,631-70.3% |
| Participation rate | 90.1% | 67.2%+22.9pp | 73.5%+16.6pp | 70.7%+19.4pp |
| Annual return | 11.30% | 21.02%-9.7pp | 964.84%-953.5pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $1,781 | $1,850-3.7% | $2,839-37.3% | $2,032-12.4% |
| Participant deferral / active EE | $1,895 | $2,432-22.1% | $3,609-47.5% | $3,224-41.2% |
| Admin fee / account holder | $75 | $94-20.2% | $4,906-98.5% | $110-32.2% |