Filed November 17, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES, INC Service code 28 · EIN 54-2020086 | Investment Management | $281,496 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $70,429 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $15,001 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,346 | $91,710+10.5% | $67,560+50.0% | $77,762+30.3% |
| Participation rate | 98.6% | 76.0%+22.6pp | 72.9%+25.7pp | 70.6%+28.0pp |
| Annual return | 13.07% | 14.88%-1.8pp | 3533.50%-3520.4pp | 31.27%-18.2pp |
| Employer contribution / active EE | $6,519 | $3,187+104.5% | $2,737+138.2% | $2,728+139.0% |
| Participant deferral / active EE | $3,473 | $3,911-11.2% | $4,004-13.3% | $4,651-25.3% |
| Admin fee / account holder | $338 | $245+38.0% | $3,994-91.5% | $433-21.9% |