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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | -$11,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,139 | $60,323-73.2% | $81,812-80.3% | $74,495-78.3% |
| Participation rate | 60.1% | 62.9%-2.8pp | 72.3%-12.2pp | 67.2%-7.1pp |
| Annual return | 15.53% | 16.90%-1.4pp | 773.79%-758.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,076 | $2,620-58.9% | $2,912-63.0% | $2,623-59.0% |
| Participant deferral / active EE | $467 | $3,387-86.2% | $4,319-89.2% | $4,346-89.3% |
| Admin fee / account holder | $69 | $1,486-95.3% | $7,386-99.1% | $1,942-96.4% |