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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $20,332 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,245 | $56,317-9.0% | $71,209-28.0% | $74,304-31.0% |
| Participation rate | 94.0% | 55.1%+38.9pp | 73.8%+20.2pp | 60.3%+33.7pp |
| Annual return | 12.15% | 42.83%-30.7pp | 282.51%-270.4pp | 29.43%-17.3pp |
| Employer contribution / active EE | $3,691 | $2,160+70.9% | $2,721+35.7% | $2,241+64.7% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $4,175-100.0% | $3,767-100.0% |
| Admin fee / account holder | $134 | $2,290-94.2% | $5,349-97.5% | $2,969-95.5% |