Filed June 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $98,877 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,266 | $50,919+26.2% | $155,556-58.7% | $77,762-17.4% |
| Participation rate | 95.6% | 63.1%+32.6pp | 78.2%+17.4pp | 70.6%+25.1pp |
| Annual return | 14.57% | 34.84%-20.3pp | 64.84%-50.3pp | 31.27%-16.7pp |
| Employer contribution / active EE | $3,230 | $1,991+62.2% | $4,675-30.9% | $2,728+18.4% |
| Participant deferral / active EE | $4,818 | $2,824+70.6% | $5,631-14.4% | $4,651+3.6% |
| Admin fee / account holder | $126 | $437-71.2% | $15,885-99.2% | $433-70.9% |