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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,473 | $60,323-41.2% | $81,812-56.6% | $74,495-52.4% |
| Participation rate | 29.6% | 62.9%-33.3pp | 72.3%-42.8pp | 67.2%-37.6pp |
| Annual return | 14.42% | 16.90%-2.5pp | 773.79%-759.4pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $672 | $2,620-74.4% | $2,912-76.9% | $2,623-74.4% |
| Participant deferral / active EE | $452 | $3,387-86.6% | $4,319-89.5% | $4,346-89.6% |
| Admin fee / account holder | $106 | $1,486-92.9% | $7,386-98.6% | $1,942-94.6% |