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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $29,554 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,947 | $64,839+24.8% | $95,585-15.3% | $84,808-4.6% |
| Participation rate | 95.5% | 63.8%+31.7pp | 72.1%+23.4pp | 68.3%+27.2pp |
| Annual return | 13.07% | -670.96%+684.0pp | 38.56%-25.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,995 | $1,759+70.3% | $2,527+18.5% | $2,631+13.8% |
| Participant deferral / active EE | $2,764 | $2,965-6.8% | $4,023-31.3% | $4,212-34.4% |
| Admin fee / account holder | $302 | $5,964-94.9% | $6,127-95.1% | $7,344-95.9% |