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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM IVST & RETIRE ADV LLC Service code 15 · EIN 94-3428956 3540 TORINGDON WAY · CHARLOTTE, NC 282774650 | Recordkeeping | $23,715 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT LLC Service code 10 · EIN 56-0574444 200S. 10TH STREET · RICHMOND, VA 23219 | Accounting | $6,500 |
TIAA1 year Service code 19 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $1,080 |
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 | $109,748 | $60,989+79.9% | $60,899+80.2% | $66,930+64.0% |
| Participation rate | 89.5% | 74.5%+15.0pp | 73.1%+16.4pp | 69.8%+19.7pp |
| Annual return | -11.67% | -9.60%-2.1pp | 16.92%-28.6pp | 1.57%-13.2pp |
| Employer contribution / active EE | $2,161 | $2,661-18.8% | $2,702-20.0% | $2,545-15.1% |
| Participant deferral / active EE | $4,830 | $3,615+33.6% | $3,817+26.5% | $4,238+14.0% |
| Admin fee / account holder | $107 | $338-68.3% | $3,225-96.7% | $593-81.9% |