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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $20,332 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,245 | $43,730+17.2% | $66,674-23.1% | $64,097-20.1% |
| Participation rate | 94.0% | 50.7%+43.3pp | 73.7%+20.3pp | 55.2%+38.8pp |
| Annual return | 12.15% | 53.62%-41.5pp | 321.24%-309.1pp | 34.64%-22.5pp |
| Employer contribution / active EE | $3,691 | $1,673+120.6% | $2,620+40.9% | $1,891+95.2% |
| Participant deferral / active EE | $0 | $2,122-100.0% | $4,084-100.0% | $3,080-100.0% |
| Admin fee / account holder | $134 | $2,708-95.1% | $5,098-97.4% | $3,454-96.1% |