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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $18,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,348 | $41,317-45.9% | $85,969-74.0% | $55,191-59.5% |
| Participation rate | 41.8% | 54.5%-12.7pp | 76.5%-34.7pp | 69.2%-27.4pp |
| Annual return | -0.56% | 3.93%-4.5pp | 9.32%-9.9pp | 10.78%-11.3pp |
| Employer contribution / active EE | $258 | $1,198-78.4% | $3,474-92.6% | $1,899-86.4% |
| Participant deferral / active EE | $778 | $1,914-59.3% | $3,829-79.7% | $3,046-74.5% |
| Admin fee / account holder | $119 | $97+23.1% | $6,053-98.0% | $91+31.5% |