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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $71,878 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $607,949 | $81,331+647.5% | $155,534+290.9% | $80,935+651.2% |
| Participation rate | 85.2% | 66.3%+18.9pp | 78.2%+7.0pp | 67.7%+17.5pp |
| Annual return | 14.52% | 33.37%-18.8pp | 64.92%-50.4pp | 35.66%-21.1pp |
| Employer contribution / active EE | $26,815 | $3,105+763.7% | $4,675+473.6% | $2,757+872.7% |
| Participant deferral / active EE | $20,800 | $3,454+502.2% | $5,630+269.4% | $4,299+383.8% |
| Admin fee / account holder | $500 | $7,999-93.8% | $15,900-96.9% | $6,924-92.8% |