Filed August 27, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Service code 15 · EIN 91-0675641 | Recordkeeping | $31,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,591 | $62,393-59.0% | $120,580-78.8% | $74,478-65.6% |
| Participation rate | 69.3% | 56.8%+12.6pp | 72.0%-2.6pp | 67.2%+2.1pp |
| Annual return | 10.58% | 18.61%-8.0pp | 107.48%-96.9pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $1,328 | $1,845-28.0% | $3,469-61.7% | $2,626-49.4% |
| Participant deferral / active EE | $2,567 | $2,886-11.1% | $4,995-48.6% | $4,350-41.0% |
| Admin fee / account holder | $146 | $2,396-93.9% | $9,418-98.4% | $1,946-92.5% |