Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $20,443 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,064 | $51,226-66.7% | $82,744-79.4% | $66,938-74.5% |
| Participation rate | 92.7% | 67.9%+24.8pp | 72.6%+20.1pp | 69.8%+22.8pp |
| Annual return | -12.10% | -9.61%-2.5pp | 702.22%-714.3pp | 1.58%-13.7pp |
| Employer contribution / active EE | $2,095 | $2,612-19.8% | $3,008-30.4% | $2,545-17.7% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,238-100.0% |
| Admin fee / account holder | $65 | $416-84.3% | $5,325-98.8% | $594-89.0% |