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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $29,078 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,420 | $57,828+4.5% | $117,039-48.4% | $70,126-13.8% |
| Participation rate | 96.2% | 67.1%+29.1pp | 77.2%+19.0pp | 69.5%+26.7pp |
| Annual return | 10.71% | 17.55%-6.8pp | 18.95%-8.2pp | 73.15%-62.4pp |
| Employer contribution / active EE | $2,886 | $1,816+59.0% | $3,785-23.7% | $2,343+23.2% |
| Participant deferral / active EE | $3,387 | $2,438+38.9% | $3,929-13.8% | $3,332+1.7% |
| Admin fee / account holder | $281 | $3,548-92.1% | $5,974-95.3% | $4,645-93.9% |