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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $21,917 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,267 | $60,305-64.7% | $81,780-74.0% | $74,400-71.4% |
| Participation rate | 93.5% | 62.9%+30.6pp | 72.4%+21.2pp | 67.2%+26.3pp |
| Annual return | 15.44% | 16.89%-1.4pp | 776.27%-760.8pp | 1367.51%-1352.1pp |
| Employer contribution / active EE | $2,734 | $2,623+4.2% | $2,914-6.2% | $2,624+4.2% |
| Participant deferral / active EE | $0 | $3,390-100.0% | $4,321-100.0% | $4,348-100.0% |
| Admin fee / account holder | $66 | $1,484-95.5% | $7,384-99.1% | $1,944-96.6% |