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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $12,145 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,131 | $51,620-61.0% | $90,281-77.7% | $65,185-69.1% |
| Participation rate | 91.0% | 68.6%+22.4pp | 73.3%+17.7pp | 70.2%+20.8pp |
| Annual return | 4.39% | 24.94%-20.6pp | 78.10%-73.7pp | 29.38%-25.0pp |
| Employer contribution / active EE | $2,578 | $2,235+15.4% | $2,854-9.7% | $2,177+18.4% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $47 | $384-87.7% | $5,351-99.1% | $847-94.4% |