| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $17,556 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $7,856 |
Service code 27 · EIN 94-3250032 | Advisory (Plan) | $5,166 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $4,886 |
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 | $94,281 | $47,456+98.7% | $172,757-45.4% | $77,775+21.2% |
| Participation rate | 33.3% | 66.3%-32.9pp | 82.6%-49.3pp | 73.2%-39.9pp |
| Annual return | 23.47% | 35.57%-12.1pp | 803.06%-779.6pp | 32.58%-9.1pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $3,953 | $2,560+54.4% | $5,198-24.0% | $3,966-0.3% |
| Admin fee / account holder | $40 | $81-50.5% | $13,956-99.7% | $100-60.0% |