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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) | $298,815 |
PLANPILOT, LLC1 year Service code 13 · EIN 45-4168388 223 W JACKSON BLVD, STE. 800 · CHICAGO, IL 606066913 | Contract Administrator | $128,567 |
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $104,814 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $77,099 |
PRM CONSULTING INC1 year Filed as: PRM CONSULTING Service code 13 · EIN 52-2156813 1841 13TH STREET NW · WASHINGTON, DC 20009 | Contract Administrator | $23,438 |
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 | $117,752 | $105,179+12.0% | $64,110+83.7% | $80,187+46.8% |
| Participation rate | 98.3% | 73.5%+24.8pp | 72.3%+26.0pp | 72.9%+25.4pp |
| Annual return | 134.87% | 20.34%+114.5pp | 33.75%+101.1pp | 40.40%+94.5pp |
| Employer contribution / active EE | $2,891 | $3,311-12.7% | $2,751+5.1% | $2,980-3.0% |
| Participant deferral / active EE | $3,452 | $4,020-14.1% | $3,883-11.1% | $5,016-31.2% |
| Admin fee / account holder | $162 | $113+43.3% | $3,071-94.7% | $145+11.9% |