Filed February 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $14,425 |
MAZURSKY CONSTANTINE LLC1 year Service code 17 · EIN 27-3547321 | Pension Consulting | $13,289 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $2,338 | $44,989-94.8% | $170,435-98.6% | $77,958-97.0% |
| Participation rate | 18.6% | 64.6%-46.0pp | 83.6%-65.0pp | 71.6%-53.0pp |
| Annual return | 7.15% | 19.61%-12.5pp | 205.94%-198.8pp | 20.87%-13.7pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $151 | $2,208-93.2% | $4,939-96.9% | $3,537-95.7% |
| Admin fee / account holder | $105 | $69+51.5% | $13,881-99.2% | $97+7.3% |