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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $11,883 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,056 | $60,504-25.5% | $81,882-45.0% | $74,478-39.5% |
| Participation rate | 96.6% | 62.9%+33.6pp | 72.4%+24.2pp | 67.2%+29.3pp |
| Annual return | 21.90% | 16.91%+5.0pp | 779.47%-757.6pp | 1370.56%-1348.7pp |
| Employer contribution / active EE | $3,623 | $2,627+37.9% | $2,916+24.2% | $2,626+37.9% |
| Participant deferral / active EE | $0 | $3,400-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $66 | $1,492-95.6% | $7,360-99.1% | $1,946-96.6% |