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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $13,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,631 | $47,766-69.4% | $82,744-82.3% | $64,819-77.4% |
| Participation rate | 43.1% | 67.7%-24.6pp | 72.6%-29.4pp | 71.5%-28.4pp |
| Annual return | -16.72% | -13.06%-3.7pp | 702.22%-718.9pp | 32.84%-49.6pp |
| Employer contribution / active EE | $1,748 | $2,182-19.9% | $3,008-41.9% | $2,507-30.3% |
| Participant deferral / active EE | $474 | $3,332-85.8% | $4,395-89.2% | $4,311-89.0% |
| Admin fee / account holder | $79 | $143-45.1% | $5,325-98.5% | $188-58.2% |