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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 | $60,261-25.2% | $81,783-44.9% | $74,546-39.6% |
| Participation rate | 96.6% | 62.9%+33.7pp | 72.4%+24.2pp | 67.2%+29.3pp |
| Annual return | 21.90% | 16.88%+5.0pp | 775.05%-753.2pp | 1366.03%-1344.1pp |
| Employer contribution / active EE | $3,623 | $2,622+38.2% | $2,913+24.4% | $2,624+38.0% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,320-100.0% | $4,347-100.0% |
| Admin fee / account holder | $66 | $1,482-95.5% | $7,380-99.1% | $1,944-96.6% |