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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $12,035 |
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 | $19,658 | $60,454-67.5% | $81,844-76.0% | $74,459-73.6% |
| Participation rate | 97.4% | 63.0%+34.5pp | 72.4%+25.1pp | 67.2%+30.2pp |
| Annual return | 13.40% | 16.87%-3.5pp | 778.87%-765.5pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $2,761 | $2,630+5.0% | $2,916-5.3% | $2,626+5.1% |
| Participant deferral / active EE | $0 | $3,398-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $63 | $1,490-95.8% | $7,355-99.1% | $1,945-96.7% |