Filed June 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $69,760 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,861 | $56,485-8.2% | $185,823-72.1% | $86,799-40.3% |
| Participation rate | 95.6% | 65.5%+30.2pp | 81.7%+13.9pp | 72.3%+23.4pp |
| Annual return | 13.63% | 118.04%-104.4pp | 122.05%-108.4pp | 97.91%-84.3pp |
| Employer contribution / active EE | $2,855 | $1,843+54.9% | $5,167-44.7% | $2,405+18.7% |
| Participant deferral / active EE | $3,712 | $2,553+45.4% | $5,568-33.3% | $4,131-10.1% |
| Admin fee / account holder | $96 | $150-35.7% | $16,237-99.4% | $170-43.3% |