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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $28,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,446,422 | $65,557+3631.7% | $105,738+2213.7% | $56,287+4246.4% |
| Participation rate | 0.0% | 63.4%-63.4pp | 76.3%-76.3pp | 69.9%-69.9pp |
| Annual return | 5.74% | -1.32%+7.1pp | 6.27%-0.5pp | -9.96%+15.7pp |
| Employer contribution / active EE | $1,493 | $1,788-16.5% | $3,268-54.3% | $2,111-29.3% |
| Participant deferral / active EE | $1,742 | $2,418-28.0% | $4,080-57.3% | $3,350-48.0% |
| Admin fee / account holder | $12,437 | $561+2115.0% | $6,913+79.9% | $521+2287.3% |