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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $11,736 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,219 | $66,124-34.6% | $90,461-52.2% | $73,497-41.2% |
| Participation rate | 92.1% | 69.7%+22.4pp | 72.7%+19.4pp | 70.7%+21.4pp |
| Annual return | 15.15% | 17.65%-2.5pp | 1294.76%-1279.6pp | 28.51%-13.4pp |
| Employer contribution / active EE | $3,584 | $2,346+52.8% | $3,264+9.8% | $2,270+57.9% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $76 | $396-80.9% | $5,617-98.7% | $513-85.2% |