Filed August 25, 2023
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $19,899 |
TIAA2 years Filed as: TIAA-TEACHERS INURANCE & ANNUITY A Service code 23 · EIN 13-1624203 | Insurance services; Direct payment fr... | $450 |
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 | $107,651 | $70,083+53.6% | $59,899+79.7% | $55,725+93.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | 8.80% | 3.13%+5.7pp | 3.46%+5.3pp | 244.93%-236.1pp |
| Employer contribution / active EE | $5,015 | $2,878+74.2% | $2,723+84.2% | $2,078+141.3% |
| Participant deferral / active EE | $6,119 | $3,079+98.7% | $3,402+79.8% | $3,356+82.3% |
| Admin fee / account holder | $31 | $70-56.0% | $3,592-99.1% | $115-73.2% |