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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $13,741 |
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 | $22,181 | $58,344-62.0% | $98,483-77.5% | $86,821-74.5% |
| Participation rate | 41.1% | 68.4%-27.3pp | 73.3%-32.3pp | 72.3%-31.2pp |
| Annual return | 14.24% | 43.47%-29.2pp | 1494.38%-1480.1pp | 97.94%-83.7pp |
| Employer contribution / active EE | $1,097 | $2,008-45.4% | $2,961-63.0% | $2,406-54.4% |
| Participant deferral / active EE | $532 | $3,156-83.1% | $4,276-87.6% | $4,132-87.1% |
| Admin fee / account holder | $82 | $138-40.3% | $5,953-98.6% | $170-51.5% |