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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $20,332 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,245 | $47,553+7.8% | $136,867-62.6% | $69,733-26.5% |
| Participation rate | 94.0% | 61.4%+32.6pp | 74.5%+19.5pp | 62.5%+31.5pp |
| Annual return | 12.15% | -91.50%+103.6pp | 42.97%-30.8pp | 15.22%-3.1pp |
| Employer contribution / active EE | $3,691 | $2,087+76.9% | $3,547+4.1% | $2,250+64.0% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $4,924-100.0% | $3,054-100.0% |
| Admin fee / account holder | $134 | $3,496-96.2% | $10,340-98.7% | $3,102-95.7% |