Filed August 24, 2020 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $313,039 |
MATRIX TRUST COMPANY3 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 | $39,987 | $100,179-60.1% | $84,029-52.4% | $89,609-55.4% |
| Participation rate | 23.7% | 54.1%-30.4pp | 69.0%-45.3pp | 69.6%-45.9pp |
| Annual return | 25.36% | 22.50%+2.9pp | 71.32%-46.0pp | 33.65%-8.3pp |
| Employer contribution / active EE | $604 | $816-26.0% | $1,984-69.5% | $2,584-76.6% |
| Participant deferral / active EE | $1,078 | $1,459-26.1% | $3,239-66.7% | $4,222-74.5% |
| Admin fee / account holder | $69 | $72-3.7% | $6,102-98.9% | $72-3.0% |