Filed August 27, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $29,810 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,752 | $59,328-60.0% | $118,914-80.0% | $73,497-67.7% |
| Participation rate | 78.9% | 62.3%+16.6pp | 75.4%+3.5pp | 70.7%+8.2pp |
| Annual return | 13.35% | 19.13%-5.8pp | 35.89%-22.5pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,050 | $1,803-41.8% | $3,264-67.8% | $2,270-53.8% |
| Participant deferral / active EE | $2,440 | $2,604-6.3% | $4,266-42.8% | $3,740-34.8% |
| Admin fee / account holder | $134 | $600-77.7% | $6,582-98.0% | $513-73.9% |