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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $11,247 |
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.
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 | $15,349 | $47,722-67.8% | $82,719-81.4% | $64,808-76.3% |
| Participation rate | 35.7% | 67.6%-31.9pp | 72.6%-36.8pp | 71.5%-35.8pp |
| Annual return | -17.00% | -13.05%-3.9pp | 701.18%-718.2pp | 32.82%-49.8pp |
| Employer contribution / active EE | $683 | $2,179-68.7% | $3,009-77.3% | $2,506-72.8% |
| Participant deferral / active EE | $417 | $3,329-87.5% | $4,395-90.5% | $4,310-90.3% |
| Admin fee / account holder | $89 | $143-37.6% | $5,329-98.3% | $188-52.5% |