Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $110,248 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,159 | $73,367-71.2% | $105,738-80.0% | $73,367-71.2% |
| Participation rate | 58.6% | 69.5%-10.8pp | 76.3%-17.7pp | 69.5%-10.8pp |
| Annual return | 4.26% | 173.45%-169.2pp | 6.27%-2.0pp | 173.45%-169.2pp |
| Employer contribution / active EE | $813 | $2,499-67.5% | $3,268-75.1% | $2,499-67.5% |
| Participant deferral / active EE | $1,184 | $4,033-70.6% | $4,080-71.0% | $4,033-70.6% |
| Admin fee / account holder | $70 | $68+2.5% | $6,913-99.0% | $68+2.5% |