Filed October 18, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $95,456 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,910 | $78,852+5.1% | $76,768+8.0% | $75,289+10.1% |
| Participation rate | 96.5% | 85.0%+11.5pp | 77.0%+19.5pp | 72.4%+24.1pp |
| Annual return | -3.64% | -1.29%-2.4pp | 2.43%-6.1pp | -0.04%-3.6pp |
| Employer contribution / active EE | $1,746 | $2,794-37.5% | $2,485-29.7% | $2,405-27.4% |
| Participant deferral / active EE | $5,301 | $4,800+10.4% | $3,852+37.6% | $3,739+41.8% |
| Admin fee / account holder | $43 | $79-46.1% | $6,675-99.4% | $102-58.4% |