Filed December 30, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $18,106 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,729 | $50,643-59.1% | $106,619-80.6% | $55,167-62.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.0%+22.0pp | 69.0%+31.0pp |
| Annual return | 8.33% | 7.02%+1.3pp | 9.42%-1.1pp | 169.23%-160.9pp |
| Employer contribution / active EE | $3,666 | $1,626+125.5% | $3,947-7.1% | $1,963+86.8% |
| Participant deferral / active EE | $2,559 | $2,208+15.9% | $3,930-34.9% | $3,054-16.2% |
| Admin fee / account holder | $112 | $488-77.0% | $6,418-98.3% | $504-77.8% |