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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $20,838 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,076 | $58,292-67.3% | $86,640-78.0% | $71,511-73.3% |
| Participation rate | 91.2% | 65.0%+26.2pp | 71.7%+19.5pp | 67.9%+23.3pp |
| Annual return | 12.41% | 21.63%-9.2pp | 592.52%-580.1pp | 28.86%-16.4pp |
| Employer contribution / active EE | $2,317 | $2,574-10.0% | $3,024-23.4% | $2,589-10.5% |
| Participant deferral / active EE | $0 | $3,438-100.0% | $4,438-100.0% | $4,291-100.0% |
| Admin fee / account holder | $66 | $1,057-93.8% | $5,616-98.8% | $1,588-95.8% |