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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Service code 15 · EIN 91-0675641 | Recordkeeping | $14,605 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,509 | $65,960-61.3% | $81,882-68.8% | $77,762-67.2% |
| Participation rate | 30.6% | 65.8%-35.2pp | 72.4%-41.8pp | 70.6%-40.0pp |
| Annual return | 13.78% | 26.64%-12.9pp | 779.47%-765.7pp | 31.27%-17.5pp |
| Employer contribution / active EE | $1,084 | $2,375-54.4% | $2,916-62.8% | $2,728-60.3% |
| Participant deferral / active EE | $549 | $3,505-84.3% | $4,323-87.3% | $4,651-88.2% |
| Admin fee / account holder | $78 | $526-85.2% | $7,360-98.9% | $433-82.0% |