Filed August 25, 2023
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $37,351 |
ARMANINO LLP5 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $14,700 |
TIAA7 years Filed as: TIAA-TEACHERS INURANCE & ANNUITY A Service code 23 · EIN 13-1624203 | Insurance services; Direct payment fr... | $3,396 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,814 | $83,884+54.8% | $64,056+102.7% | $74,419+74.4% |
| Participation rate | 98.8% | 76.6%+22.2pp | 72.3%+26.5pp | 70.7%+28.1pp |
| Annual return | 12.39% | 16.57%-4.2pp | 33.69%-21.3pp | 34.38%-22.0pp |
| Employer contribution / active EE | $5,985 | $3,084+94.1% | $2,747+117.9% | $2,637+126.9% |
| Participant deferral / active EE | $7,072 | $3,692+91.6% | $3,880+82.3% | $4,528+56.2% |
| Admin fee / account holder | $83 | $196-57.7% | $3,068-97.3% | $348-76.1% |