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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $13,415 |
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 | $25,905 | $58,292-55.6% | $86,640-70.1% | $71,511-63.8% |
| Participation rate | 35.8% | 65.0%-29.2pp | 71.7%-35.9pp | 67.9%-32.1pp |
| Annual return | 17.58% | 21.63%-4.0pp | 592.52%-574.9pp | 28.86%-11.3pp |
| Employer contribution / active EE | $897 | $2,574-65.1% | $3,024-70.3% | $2,589-65.3% |
| Participant deferral / active EE | $472 | $3,438-86.3% | $4,438-89.4% | $4,291-89.0% |
| Admin fee / account holder | $77 | $1,057-92.8% | $5,616-98.6% | $1,588-95.2% |