Filed August 27, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $32,309 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,209 | $65,862-64.8% | $124,694-81.4% | $79,389-70.8% |
| Participation rate | 81.1% | 62.2%+18.9pp | 74.6%+6.5pp | 70.7%+10.4pp |
| Annual return | 8.25% | 19.02%-10.8pp | 5144.82%-5136.6pp | 116.89%-108.6pp |
| Employer contribution / active EE | $1,505 | $1,883-20.1% | $3,325-54.7% | $2,428-38.0% |
| Participant deferral / active EE | $3,039 | $2,772+9.6% | $4,615-34.1% | $4,046-24.9% |
| Admin fee / account holder | $141 | $673-79.0% | $7,495-98.1% | $626-77.5% |