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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $16,167 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,787 | $66,124-73.1% | $90,440-80.3% | $73,493-75.8% |
| Participation rate | 86.5% | 69.7%+16.8pp | 72.7%+13.8pp | 70.7%+15.8pp |
| Annual return | 2.49% | 17.65%-15.2pp | 1294.38%-1291.9pp | 28.51%-26.0pp |
| Employer contribution / active EE | $2,404 | $2,346+2.5% | $3,263-26.3% | $2,270+5.9% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $57 | $396-85.7% | $5,615-99.0% | $513-88.9% |