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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,245 | $47,105+8.8% | $68,368-25.0% | $67,986-24.6% |
| Participation rate | 94.0% | 51.8%+42.2pp | 73.8%+20.2pp | 57.2%+36.8pp |
| Annual return | 12.15% | 48.37%-36.2pp | 292.57%-280.4pp | 31.67%-19.5pp |
| Employer contribution / active EE | $3,691 | $1,859+98.6% | $2,649+39.4% | $2,019+82.9% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $4,123-100.0% | $3,358-100.0% |
| Admin fee / account holder | $134 | $2,435-94.5% | $5,150-97.4% | $3,203-95.8% |