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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $10,540 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,848 | $58,292-69.4% | $86,640-79.4% | $71,511-75.0% |
| Participation rate | 53.4% | 65.0%-11.6pp | 71.7%-18.3pp | 67.9%-14.5pp |
| Annual return | 20.43% | 21.63%-1.2pp | 592.52%-572.1pp | 28.86%-8.4pp |
| Employer contribution / active EE | $1,010 | $2,574-60.8% | $3,024-66.6% | $2,589-61.0% |
| Participant deferral / active EE | $594 | $3,438-82.7% | $4,438-86.6% | $4,291-86.1% |
| Admin fee / account holder | $74 | $1,057-93.0% | $5,616-98.7% | $1,588-95.4% |