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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 | $81,262+648.1% | $155,602+290.7% | $80,911+651.4% |
| Participation rate | 85.2% | 66.2%+18.9pp | 78.2%+7.0pp | 67.6%+17.5pp |
| Annual return | 14.52% | 33.34%-18.8pp | 64.81%-50.3pp | 35.63%-21.1pp |
| Employer contribution / active EE | $26,815 | $3,102+764.5% | $4,675+473.6% | $2,756+873.1% |
| Participant deferral / active EE | $20,800 | $3,451+502.7% | $5,629+269.5% | $4,297+384.0% |
| Admin fee / account holder | $500 | $7,992-93.7% | $15,923-96.9% | $6,935-92.8% |