Filed October 18, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $94,369 |
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 | $86,565 | $105,173-17.7% | $87,104-0.6% | $77,775+11.3% |
| Participation rate | 97.4% | 85.8%+11.6pp | 76.9%+20.5pp | 73.2%+24.2pp |
| Annual return | 20.03% | 24.52%-4.5pp | 28.19%-8.2pp | 32.58%-12.5pp |
| Employer contribution / active EE | $1,560 | $2,890-46.0% | $2,521-38.1% | $2,504-37.7% |
| Participant deferral / active EE | $4,709 | $5,048-6.7% | $4,048+16.3% | $3,966+18.7% |
| Admin fee / account holder | $38 | $105-64.0% | $7,491-99.5% | $100-62.4% |