Filed August 24, 2020 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $518,705 |
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 | $44,335 | $53,531-17.2% | $86,251-48.6% | $96,393-54.0% |
| Participation rate | 22.1% | 53.4%-31.4pp | 69.0%-46.9pp | 71.3%-49.2pp |
| Annual return | 22.13% | 20.51%+1.6pp | 1170.54%-1148.4pp | 22.88%-0.7pp |
| Employer contribution / active EE | $739 | $1,158-36.2% | $2,381-69.0% | $3,239-77.2% |
| Participant deferral / active EE | $1,106 | $1,965-43.7% | $3,987-72.3% | $5,455-79.7% |
| Admin fee / account holder | $68 | $55+21.7% | $6,857-99.0% | $74-8.6% |