Filed October 18, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $96,525 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,857 | $80,211+0.8% | $74,184+9.0% | $63,975+26.4% |
| Participation rate | 97.3% | 84.2%+13.1pp | 76.6%+20.7pp | 71.1%+26.2pp |
| Annual return | 8.65% | 14.13%-5.5pp | 17.74%-9.1pp | 48.65%-40.0pp |
| Employer contribution / active EE | $1,727 | $2,553-32.3% | $2,370-27.1% | $2,182-20.8% |
| Participant deferral / active EE | $5,048 | $4,370+15.5% | $3,550+42.2% | $3,356+50.4% |
| Admin fee / account holder | $8 | $67-88.2% | $5,586-99.9% | $70-88.8% |