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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8 years Service code 15 · EIN 91-0675641 | Recordkeeping | $45,182 |
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 | $88,001 | $216,711-59.4% | $136,749-35.6% | $85,563+2.8% |
| Participation rate | 47.6% | 51.7%-4.2pp | 72.1%-24.6pp | 66.0%-18.4pp |
| Annual return | 10.67% | 15.26%-4.6pp | 24.33%-13.7pp | 31.51%-20.8pp |
| Employer contribution / active EE | $1,594 | $1,660-4.0% | $3,400-53.1% | $2,654-39.9% |
| Participant deferral / active EE | $2,086 | $2,635-20.8% | $4,692-55.5% | $4,375-52.3% |
| Admin fee / account holder | $206 | $1,223-83.2% | $11,386-98.2% | $834-75.3% |