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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $16,476 |
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 | $21,296 | $47,766-55.4% | $82,763-74.3% | $64,824-67.1% |
| Participation rate | 29.3% | 67.7%-38.4pp | 72.6%-43.3pp | 71.5%-42.2pp |
| Annual return | -17.45% | -13.06%-4.4pp | 702.45%-719.9pp | 32.84%-50.3pp |
| Employer contribution / active EE | $869 | $2,182-60.2% | $3,008-71.1% | $2,507-65.3% |
| Participant deferral / active EE | $517 | $3,332-84.5% | $4,395-88.2% | $4,311-88.0% |
| Admin fee / account holder | $104 | $143-27.5% | $5,325-98.1% | $188-44.8% |