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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENIUM ADVISORY SVCS, INC Service code 26 · EIN 54-2020086 5340 TWIN HICKORY RD · GLEN ALLEN, VA 230595682 | Advisory (Participants) | $161,677 |
PLANPILOT, LLC1+ years Filed as: PLANPILOT Service code 10 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Accounting | $74,507 |
TIAA1+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $66,094 |
BKD, LLP1+ years Filed as: BKD CPAS & ADVISORS Service code 14 · EIN 44-0160260 200 EAST MAIN STREET · FORT WAYNE, IN 468021900 | Plan Administrator | $23,366 |
PRM CONSULTING INC1+ years Service code 16 · EIN 52-2156813 1814 13TH ST NW · WASHINGTON, DC 200094424 | Consulting | $18,000 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $9,530 |
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 | $86,622 | $105,581-18.0% | $70,492+22.9% | $90,274-4.0% |
| Participation rate | 96.6% | 77.5%+19.1pp | 75.1%+21.6pp | 73.4%+23.3pp |
| Annual return | 0.00% | 14.78%-14.8pp | 109.16%-109.2pp | 53.97%-54.0pp |
| Employer contribution / active EE | $2,683 | $3,304-18.8% | $2,738-2.0% | $2,523+6.3% |
| Participant deferral / active EE | $2,195 | $3,813-42.4% | $3,711-40.9% | $4,231-48.1% |
| Admin fee / account holder | $107 | $68+58.0% | $3,848-97.2% | $114-6.5% |