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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $20,336 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,964 | $54,045-33.5% | $115,157-68.8% | $65,185-44.8% |
| Participation rate | 73.0% | 63.5%+9.4pp | 75.9%-3.0pp | 70.2%+2.8pp |
| Annual return | 2.63% | 26.55%-23.9pp | 35.60%-33.0pp | 29.38%-26.8pp |
| Employer contribution / active EE | $765 | $1,653-53.7% | $3,179-75.9% | $2,177-64.9% |
| Participant deferral / active EE | $2,134 | $2,504-14.8% | $4,168-48.8% | $3,514-39.3% |
| Admin fee / account holder | $181 | $626-71.0% | $7,088-97.4% | $847-78.6% |