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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $44,213 |
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 | $81,976 | $68,914+19.0% | $136,749-40.1% | $74,304+10.3% |
| Participation rate | 91.4% | 51.3%+40.1pp | 72.1%+19.3pp | 60.3%+31.1pp |
| Annual return | 9.79% | 16.34%-6.6pp | 24.33%-14.5pp | 29.43%-19.6pp |
| Employer contribution / active EE | $2,044 | $1,561+30.9% | $3,400-39.9% | $2,241-8.8% |
| Participant deferral / active EE | $4,819 | $2,541+89.6% | $4,692+2.7% | $3,767+27.9% |
| Admin fee / account holder | $261 | $3,149-91.7% | $11,386-97.7% | $2,969-91.2% |