Filed August 24, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $314,670 |
MATRIX TRUST COMPANY4 years Service code 21 · EIN 75-3182674 | Bank Trustee | $24,639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,699 | $48,464-3.6% | $90,951-48.7% | $106,222-56.0% |
| Participation rate | 23.7% | 53.1%-29.4pp | 69.0%-45.3pp | 70.8%-47.1pp |
| Annual return | 20.78% | 16.72%+4.1pp | 134.60%-113.8pp | 21.69%-0.9pp |
| Employer contribution / active EE | $634 | $939-32.5% | $2,122-70.1% | $2,723-76.7% |
| Participant deferral / active EE | $1,130 | $1,510-25.1% | $3,373-66.5% | $4,600-75.4% |
| Admin fee / account holder | $71 | $58+22.3% | $5,959-98.8% | $78-9.6% |