Filed March 25, 2019
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Service code 15 · EIN 91-0675641 | Recordkeeping | $41,762 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,229 | $62,327+40.0% | $120,354-27.5% | $74,495+17.1% |
| Participation rate | 79.1% | 56.8%+22.4pp | 71.9%+7.2pp | 67.2%+11.9pp |
| Annual return | 14.53% | 18.61%-4.1pp | 107.15%-92.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,382 | $1,843+83.5% | $3,463-2.3% | $2,623+29.0% |
| Participant deferral / active EE | $5,590 | $2,893+93.2% | $4,991+12.0% | $4,346+28.6% |
| Admin fee / account holder | $248 | $2,396-89.7% | $9,423-97.4% | $1,942-87.2% |