Filed October 18, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $86,964 |
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 | $100,536 | $176,491-43.0% | $95,952+4.8% | $90,288+11.4% |
| Participation rate | 95.0% | 86.6%+8.5pp | 77.1%+18.0pp | 73.4%+21.7pp |
| Annual return | 13.85% | 20.14%-6.3pp | 91.61%-77.8pp | 53.97%-40.1pp |
| Employer contribution / active EE | $1,572 | $2,789-43.6% | $2,541-38.1% | $2,524-37.7% |
| Participant deferral / active EE | $5,781 | $5,340+8.3% | $4,167+38.7% | $4,232+36.6% |
| Admin fee / account holder | $39 | $154-74.4% | $6,795-99.4% | $114-65.4% |