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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $2,425 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,847 | $54,757-83.8% | $90,304-90.2% | $72,975-87.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.84% | 30.63%-5.8pp | 78.13%-53.3pp | 81.01%-56.2pp |
| Employer contribution / active EE | $1,400 | $2,093-33.1% | $2,855-51.0% | $2,440-42.6% |
| Participant deferral / active EE | $714 | $2,887-75.3% | $3,885-81.6% | $3,608-80.2% |
| Admin fee / account holder | $20 | $3,973-99.5% | $5,354-99.6% | $5,124-99.6% |