Filed August 24, 2020 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $386,313 |
MATRIX TRUST COMPANY5 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,437 | $55,785-7.8% | $96,583-46.7% | $106,520-51.7% |
| Participation rate | 23.1% | 53.4%-30.3pp | 69.8%-46.7pp | 71.3%-48.2pp |
| Annual return | 17.27% | 17.66%-0.4pp | 37.79%-20.5pp | 19.28%-2.0pp |
| Employer contribution / active EE | $661 | $1,042-36.5% | $2,357-72.0% | $2,840-76.7% |
| Participant deferral / active EE | $1,212 | $1,782-32.0% | $3,850-68.5% | $4,948-75.5% |
| Admin fee / account holder | $71 | $59+21.2% | $6,184-98.8% | $75-4.6% |