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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $840 |
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 | $36,828 | $51,620-28.7% | $90,304-59.2% | $65,185-43.5% |
| Participation rate | 92.7% | 68.6%+24.0pp | 73.3%+19.4pp | 70.2%+22.5pp |
| Annual return | 20.97% | 24.94%-4.0pp | 78.13%-57.2pp | 29.38%-8.4pp |
| Employer contribution / active EE | $3,901 | $2,235+74.6% | $2,855+36.6% | $2,177+79.2% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $5 | $384-98.6% | $5,354-99.9% | $847-99.4% |