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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $151,322 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,088 | $88,730-44.7% | $82,312-40.4% | $77,958-37.0% |
| Participation rate | 77.8% | 84.5%-6.8pp | 76.9%+0.9pp | 71.6%+6.1pp |
| Annual return | 47.58% | 20.88%+26.7pp | 25.88%+21.7pp | 20.87%+26.7pp |
| Employer contribution / active EE | $1,645 | $2,758-40.4% | $2,428-32.3% | $2,310-28.8% |
| Participant deferral / active EE | $1,760 | $4,634-62.0% | $3,706-52.5% | $3,537-50.2% |
| Admin fee / account holder | $140 | $74+88.7% | $5,608-97.5% | $97+43.4% |