Filed August 27, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $33,833 |
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 | $21,824 | $62,715-65.2% | $104,299-79.1% | $66,949-67.4% |
| Participation rate | 73.7% | 59.6%+14.1pp | 73.3%+0.4pp | 69.8%+3.9pp |
| Annual return | -7.38% | -14.70%+7.3pp | 24.62%-32.0pp | 1.57%-9.0pp |
| Employer contribution / active EE | $1,669 | $1,976-15.5% | $3,373-50.5% | $2,545-34.4% |
| Participant deferral / active EE | $3,486 | $2,852+22.3% | $4,626-24.6% | $4,239-17.8% |
| Admin fee / account holder | $154 | $657-76.6% | $7,339-97.9% | $594-74.1% |