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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $43,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,901 | $57,739+17.6% | $112,229-39.5% | $74,419-8.8% |
| Participation rate | 56.6% | 55.6%+1.0pp | 72.4%-15.8pp | 70.7%-14.1pp |
| Annual return | 12.00% | 19.52%-7.5pp | 30.20%-18.2pp | 34.38%-22.4pp |
| Employer contribution / active EE | $1,534 | $1,675-8.4% | $3,430-55.3% | $2,637-41.8% |
| Participant deferral / active EE | $1,956 | $2,891-32.4% | $4,798-59.2% | $4,528-56.8% |
| Admin fee / account holder | $223 | $462-51.9% | $7,748-97.1% | $348-36.0% |