Filed February 7, 2019 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $1,153,378 |
MAZURSKY CONSTANTINE LLC2 years Service code 17 · EIN 27-3547321 | Pension Consulting | $5,716 |
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.
Employer contribution per participant 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 | $9,106 | $46,969-80.6% | $154,110-94.1% | $73,367-87.6% |
| Participation rate | 57.8% | 72.4%-14.6pp | 83.0%-25.2pp | 69.5%-11.6pp |
| Annual return | -5.02% | 821.68%-826.7pp | 735.22%-740.2pp | 173.45%-178.5pp |
| Employer contribution / active EE | $220 | $1,723-87.2% | $5,298-95.8% | $2,499-91.2% |
| Participant deferral / active EE | $718 | $3,162-77.3% | $5,081-85.9% | $4,033-82.2% |
| Admin fee / account holder | $57 | $47+22.3% | $13,412-99.6% | $68-16.7% |