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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 | $45,900+11.6% | $94,057-45.5% | $64,340-20.4% |
| Participation rate | 94.0% | 50.6%+43.4pp | 73.3%+20.7pp | 55.2%+38.8pp |
| Annual return | 12.15% | 50.47%-38.3pp | 480.62%-468.5pp | 24.14%-12.0pp |
| Employer contribution / active EE | $3,691 | $1,612+129.0% | $2,933+25.9% | $1,862+98.3% |
| Participant deferral / active EE | $0 | $2,102-100.0% | $4,709-100.0% | $2,980-100.0% |
| Admin fee / account holder | $134 | $3,143-95.7% | $7,244-98.2% | $3,703-96.4% |