Filed August 25, 2023
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $30,229 |
ARMANINO LLP3 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $12,426 |
TIAA5 years Filed as: TIAA-TEACHERS INURANCE & ANNUITY A Service code 23 · EIN 13-1624203 | Insurance services; Direct payment fr... | $3,105 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $138,321 | $94,833+45.9% | $75,717+82.7% | $86,813+59.3% |
| Participation rate | 99.6% | 79.1%+20.5pp | 74.8%+24.8pp | 72.3%+27.3pp |
| Annual return | 25.58% | 16.91%+8.7pp | 104.58%-79.0pp | 97.93%-72.3pp |
| Employer contribution / active EE | $5,784 | $2,904+99.1% | $2,743+110.9% | $2,406+140.4% |
| Participant deferral / active EE | $6,978 | $3,632+92.1% | $3,821+82.6% | $4,131+68.9% |
| Admin fee / account holder | $69 | $109-36.8% | $3,619-98.1% | $170-59.5% |