Filed August 14, 2017
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Filed as: MILLIMAN ADVISORS, LLC Service code 27 1301 FIFTH AVE STE 3800 · SEATTLE, WA 98101 | Advisory (Plan) | $7,770 |
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $1,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,283 | $69,774+185.6% | $67,575+194.9% | $74,459+167.6% |
| Participation rate | 99.5% | 71.4%+28.1pp | 72.9%+26.6pp | 67.2%+32.3pp |
| Annual return | 12.14% | -40.53%+52.7pp | 3528.98%-3516.8pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $6,136 | $2,710+126.4% | $2,736+124.3% | $2,626+133.7% |
| Participant deferral / active EE | $7,072 | $3,636+94.5% | $4,003+76.6% | $4,350+62.6% |
| Admin fee / account holder | $20 | $890-97.7% | $3,993-99.5% | $1,945-99.0% |