Filed June 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $74,961 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,063 | $46,332-7.1% | $143,797-70.1% | $64,824-33.6% |
| Participation rate | 94.6% | 64.2%+30.3pp | 80.3%+14.3pp | 71.5%+23.1pp |
| Annual return | -16.87% | -10.05%-6.8pp | -0.04%-16.8pp | 32.84%-49.7pp |
| Employer contribution / active EE | $2,816 | $1,911+47.3% | $4,952-43.1% | $2,507+12.3% |
| Participant deferral / active EE | $3,747 | $2,647+41.5% | $5,638-33.5% | $4,311-13.1% |
| Admin fee / account holder | $97 | $154-36.7% | $14,679-99.3% | $188-48.1% |