Filed August 24, 2020 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $259,902 |
MATRIX TRUST COMPANY2 years Service code 21 · EIN 75-3182674 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,769 | $38,510-14.9% | $74,549-56.0% | $73,367-55.3% |
| Participation rate | 23.9% | 53.5%-29.6pp | 69.1%-45.2pp | 69.5%-45.6pp |
| Annual return | -3.79% | -0.94%-2.8pp | 32.54%-36.3pp | 173.45%-177.2pp |
| Employer contribution / active EE | $612 | $774-20.9% | $1,961-68.8% | $2,499-75.5% |
| Participant deferral / active EE | $1,029 | $1,421-27.6% | $3,108-66.9% | $4,033-74.5% |
| Admin fee / account holder | $65 | $52+25.4% | $5,059-98.7% | $68-4.7% |