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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $20,443 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,064 | $51,197-66.7% | $82,719-79.4% | $66,914-74.5% |
| Participation rate | 92.7% | 67.8%+24.8pp | 72.6%+20.1pp | 69.8%+22.9pp |
| Annual return | -12.10% | -9.64%-2.5pp | 701.18%-713.3pp | 1.58%-13.7pp |
| Employer contribution / active EE | $2,095 | $2,611-19.8% | $3,009-30.4% | $2,544-17.7% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $65 | $416-84.3% | $5,329-98.8% | $593-89.0% |