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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $5,952 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,542 | $54,237-76.9% | $90,324-86.1% | $67,582-81.4% |
| Participation rate | 34.3% | 68.6%-34.3pp | 73.3%-39.0pp | 71.3%-37.0pp |
| Annual return | 25.84% | 37.27%-11.4pp | 78.15%-52.3pp | 378.57%-352.7pp |
| Employer contribution / active EE | $906 | $1,846-50.9% | $2,856-68.3% | $2,148-57.8% |
| Participant deferral / active EE | $450 | $2,625-82.8% | $3,885-88.4% | $3,539-87.3% |
| Admin fee / account holder | $27 | $123-77.9% | $5,356-99.5% | $142-80.8% |