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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $21,436 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,529 | $68,573-62.8% | $120,368-78.8% | $80,874-68.4% |
| Participation rate | 96.9% | 61.6%+35.3pp | 71.9%+25.0pp | 67.6%+29.2pp |
| Annual return | 10.66% | 23.61%-13.0pp | 107.26%-96.6pp | 35.62%-25.0pp |
| Employer contribution / active EE | $3,076 | $2,052+49.9% | $3,465-11.2% | $2,756+11.6% |
| Participant deferral / active EE | $2,717 | $3,174-14.4% | $4,991-45.6% | $4,297-36.8% |
| Admin fee / account holder | $142 | $5,734-97.5% | $9,429-98.5% | $6,935-98.0% |