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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) | $307,583 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $165,267 |
PLANPILOT, LLC2+ years Filed as: PLANPILOT Service code 27 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Advisory (Plan) | $141,352 |
TIAA2+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $134,230 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 14 · EIN 41-0746749 11710 BELTSVILLE DR · BELTSVILLE, MD 207053102 | Plan Administrator | $40,092 |
PRM CONSULTING INC2+ years Service code 16 · EIN 52-2156813 1814 13TH ST NW · WASHINGTON, DC 200094424 | Consulting | $24,000 |
Filed as: ARTHUR J GALLAGHER RISK MGMT SVCS Service code 27 · EIN 36-2102482 2850 GOLD RD · ROLLING MEADOW, IL 600084050 | Advisory (Plan) | $18,880 |
Filed as: LAW OFFICE OF ALLEN T STEINBERG PC Service code 29 · EIN 20-5657685 811 ROSLYN TERRACE · EVANSTON, IL 602011723 | Legal | $12,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,021 | $120,057-20.0% | $75,728+26.8% | $93,010+3.2% |
| Participation rate | 95.9% | 77.3%+18.6pp | 74.8%+21.1pp | 73.9%+22.0pp |
| Annual return | 39.21% | 19.62%+19.6pp | 104.66%-65.5pp | 158.70%-119.5pp |
| Employer contribution / active EE | $3,032 | $3,253-6.8% | $2,743+10.5% | $2,705+12.1% |
| Participant deferral / active EE | $2,643 | $4,089-35.4% | $3,820-30.8% | $4,561-42.0% |
| Admin fee / account holder | $181 | $81+122.7% | $3,620-95.0% | $152+19.6% |