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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $63,346 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $56,944 | $167,483-66.0% | $115,752-50.8% | $147,586-61.4% |
| Participation rate | 82.4% | 81.7%+0.6pp | 77.8%+4.6pp | 82.8%-0.5pp |
| Annual return | 13.02% | 12.11%+0.9pp | 19.41%-6.4pp | 578.59%-565.6pp |
| Employer contribution / active EE | $1,582 | $4,960-68.1% | $3,492-54.7% | $4,876-67.6% |
| Participant deferral / active EE | $12,504 | $7,037+77.7% | $5,204+140.3% | $5,439+129.9% |
| Admin fee / account holder | $412 | $13,069-96.8% | $6,278-93.4% | $10,886-96.2% |