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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 | $60,393-25.4% | $81,820-44.9% | $74,429-39.5% |
| Participation rate | 96.6% | 62.9%+33.7pp | 72.4%+24.2pp | 67.2%+29.3pp |
| Annual return | 21.90% | 16.89%+5.0pp | 777.93%-756.0pp | 1368.38%-1346.5pp |
| Employer contribution / active EE | $3,623 | $2,626+37.9% | $2,915+24.3% | $2,625+38.0% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,323-100.0% | $4,348-100.0% |
| Admin fee / account holder | $66 | $1,491-95.5% | $7,391-99.1% | $1,944-96.6% |