Filed June 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $70,846 |
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 | $49,735 | $52,293-4.9% | $178,503-72.1% | $73,412-32.3% |
| Participation rate | 95.6% | 65.3%+30.3pp | 81.9%+13.7pp | 72.2%+23.5pp |
| Annual return | 17.20% | 34.75%-17.6pp | 151.12%-133.9pp | 59.30%-42.1pp |
| Employer contribution / active EE | $2,694 | $1,736+55.2% | $5,011-46.2% | $2,234+20.6% |
| Participant deferral / active EE | $3,275 | $2,333+40.3% | $5,202-37.1% | $3,806-14.0% |
| Admin fee / account holder | $110 | $127-13.6% | $13,987-99.2% | $158-30.3% |