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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $15,685 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,000 | $51,226-29.7% | $82,744-56.5% | $66,938-46.2% |
| Participation rate | 90.0% | 67.9%+22.1pp | 72.6%+17.4pp | 69.8%+20.2pp |
| Annual return | -13.33% | -9.61%-3.7pp | 702.22%-715.5pp | 1.58%-14.9pp |
| Employer contribution / active EE | $4,188 | $2,612+60.3% | $3,008+39.2% | $2,545+64.5% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,238-100.0% |
| Admin fee / account holder | $97 | $416-76.6% | $5,325-98.2% | $594-83.6% |