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 | $192,790 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $6,250 |
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 | $66,178 | $74,552-11.2% | $63,018+5.0% | $69,631-5.0% |
| Participation rate | 96.6% | 78.3%+18.3pp | 74.8%+21.7pp | 70.7%+25.9pp |
| Annual return | 19.98% | 15.77%+4.2pp | 87.62%-67.6pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $4,280 | $2,929+46.1% | $2,761+55.1% | $2,032+110.6% |
| Participant deferral / active EE | $2,489 | $2,974-16.3% | $3,330-25.3% | $3,224-22.8% |
| Admin fee / account holder | $282 | $59+374.8% | $3,601-92.2% | $110+155.4% |