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 | $483,719 |
MAZURSKY CONSTANTINE LLC1 year Service code 17 · EIN 27-3547321 | Pension Consulting | $12,759 |
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 | $10,041 | $53,684-81.3% | $170,435-94.1% | $80,976-87.6% |
| Participation rate | 62.0% | 69.2%-7.2pp | 83.6%-21.6pp | 68.3%-6.2pp |
| Annual return | 14.21% | 25.97%-11.8pp | 205.94%-191.7pp | 22.91%-8.7pp |
| Employer contribution / active EE | $886 | $1,642-46.0% | $5,432-83.7% | $2,402-63.1% |
| Participant deferral / active EE | $328 | $3,017-89.1% | $4,939-93.4% | $3,848-91.5% |
| Admin fee / account holder | $73 | $46+58.2% | $13,881-99.5% | $67+8.7% |