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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $32,086 |
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 | $51,359 | $78,926-34.9% | $136,749-62.4% | $84,808-39.4% |
| Participation rate | 96.3% | 62.2%+34.1pp | 72.1%+24.1pp | 68.3%+27.9pp |
| Annual return | 11.54% | 18.17%-6.6pp | 24.33%-12.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $3,487 | $2,134+63.4% | $3,400+2.6% | $2,631+32.6% |
| Participant deferral / active EE | $2,371 | $3,168-25.2% | $4,692-49.5% | $4,212-43.7% |
| Admin fee / account holder | $319 | $6,369-95.0% | $11,386-97.2% | $7,344-95.7% |