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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $29,878 |
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 | $65,352 | $57,651+13.4% | $112,229-41.8% | $71,457-8.5% |
| Participation rate | 88.7% | 58.9%+29.8pp | 72.4%+16.3pp | 67.9%+20.8pp |
| Annual return | 7.74% | 18.32%-10.6pp | 30.20%-22.5pp | 28.85%-21.1pp |
| Employer contribution / active EE | $3,270 | $1,913+70.9% | $3,430-4.7% | $2,588+26.4% |
| Participant deferral / active EE | $4,887 | $2,863+70.7% | $4,798+1.9% | $4,289+14.0% |
| Admin fee / account holder | $180 | $1,581-88.6% | $7,748-97.7% | $1,587-88.6% |