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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES, INC. Service code 26 · EIN 54-2020086 5340 TWIN HICKORY RD. · GLEN ALLEN, VA 230595682 | Advisory (Participants) | $399,641 |
PLANPILOT, LLC2 years Service code 13 · EIN 45-4168388 223 W JACKSON BLVD, STE. 800 · CHICAGO, IL 606066913 | Contract Administrator | $195,053 |
TIAA3+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $152,123 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $83,429 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 1415 W DIEHL RD STE 400 · NAPERVILLE, IL 605631197 | Accounting | $46,000 |
PRM CONSULTING INC2 years Filed as: PRM CONSULTING Service code 13 · EIN 52-2156813 1841 13TH STREET NW · WASHINGTON, DC 20009 | Contract Administrator | $14,062 |
Filed as: RIGGS CNSLMN MICHAELS & DOWNES INC Service code 13 · EIN 52-0555835 555 FAIRMOUNT AVE · BALTIMORE, MD 21286 | Contract Administrator | $11,358 |
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 | $126,166 | $113,568+11.1% | $67,560+86.7% | $200,096-36.9% |
| Participation rate | 98.5% | 73.3%+25.1pp | 72.9%+25.5pp | 72.0%+26.4pp |
| Annual return | 16.04% | 15.88%+0.2pp | 3533.50%-3517.5pp | 34.26%-18.2pp |
| Employer contribution / active EE | $3,214 | $3,409-5.7% | $2,737+17.4% | $3,038+5.8% |
| Participant deferral / active EE | $3,922 | $4,163-5.8% | $4,004-2.0% | $5,090-22.9% |
| Admin fee / account holder | $226 | $102+120.9% | $3,994-94.3% | $269-16.0% |