Filed June 14, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $73,498 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,157 | $47,180+16.9% | $149,723-63.2% | $74,473-25.9% |
| Participation rate | 95.5% | 63.4%+32.1pp | 78.8%+16.7pp | 70.7%+24.7pp |
| Annual return | 16.79% | 22.75%-6.0pp | 134.50%-117.7pp | 34.36%-17.6pp |
| Employer contribution / active EE | $3,148 | $1,907+65.1% | $4,821-34.7% | $2,638+19.3% |
| Participant deferral / active EE | $4,138 | $2,730+51.6% | $5,682-27.2% | $4,530-8.7% |
| Admin fee / account holder | $100 | $343-70.9% | $13,215-99.2% | $347-71.2% |