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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $945 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,083 | $44,873-35.2% | $79,467-63.4% | $56,289-48.3% |
| Participation rate | 92.9% | 68.7%+24.1pp | 73.3%+19.5pp | 69.9%+23.0pp |
| Annual return | -7.33% | 0.81%-8.1pp | 718.30%-725.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $3,525 | $2,140+64.7% | $2,800+25.9% | $2,111+67.0% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $6 | $418-98.6% | $5,104-99.9% | $521-98.8% |