| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $9,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,533 | $45,382+75.3% | $154,110-48.4% | $75,289+5.6% |
| Participation rate | 31.9% | 65.9%-34.0pp | 83.0%-51.2pp | 72.4%-40.5pp |
| Annual return | -5.56% | -0.47%-5.1pp | 735.22%-740.8pp | -0.04%-5.5pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,747 | $2,384+57.1% | $5,081-26.3% | $3,739+0.2% |
| Admin fee / account holder | $16 | $89-81.9% | $13,412-99.9% | $102-84.2% |