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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $14,243 |
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.
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 | $35,473 | $60,393-41.3% | $81,820-56.6% | $74,429-52.3% |
| Participation rate | 29.6% | 62.9%-33.3pp | 72.4%-42.8pp | 67.2%-37.7pp |
| Annual return | 14.42% | 16.89%-2.5pp | 777.93%-763.5pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $672 | $2,626-74.4% | $2,915-76.9% | $2,625-74.4% |
| Participant deferral / active EE | $452 | $3,397-86.7% | $4,323-89.5% | $4,348-89.6% |
| Admin fee / account holder | $106 | $1,491-92.9% | $7,391-98.6% | $1,944-94.6% |