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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $13,391 |
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 | $24,301 | $52,188-53.4% | $86,640-72.0% | $74,460-67.4% |
| Participation rate | 27.6% | 66.3%-38.7pp | 71.7%-44.1pp | 70.7%-43.2pp |
| Annual return | 18.10% | 44.46%-26.4pp | 592.52%-574.4pp | 34.38%-16.3pp |
| Employer contribution / active EE | $885 | $2,282-61.2% | $3,024-70.7% | $2,638-66.4% |
| Participant deferral / active EE | $507 | $3,383-85.0% | $4,438-88.6% | $4,530-88.8% |
| Admin fee / account holder | $78 | $319-75.4% | $5,616-98.6% | $348-77.5% |