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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) | $367,318 |
TIAA3+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $161,205 |
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $151,840 |
PLANPILOT, LLC3+ years Filed as: PLANPILOT Service code 27 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Advisory (Plan) | $148,284 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 14 · EIN 41-0746749 11710 BELTSVILLE DR · BELTSVILLE, MD 207053102 | Plan Administrator | $27,930 |
Filed as: ARTHUR J GALLAGHER RISH MGMT SVCS Service code 27 · EIN 36-2102482 2850 GOLF RD · ROLLING MEADOWS, IL 600084050 | Advisory (Plan) | $23,431 |
PRM CONSULTING INC3+ years Service code 16 · EIN 52-2156813 1814 13TH ST NW · WASHINGTON, DC 200094424 | Consulting | $23,250 |
Service code 29 · EIN 20-5657685 811 ROSLYN TER · EVANSTON, IL 602011723 | Legal | $9,900 |
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 | $77,769 | $98,780-21.3% | $60,919+27.7% | $77,906-0.2% |
| Participation rate | 95.7% | 76.7%+19.0pp | 73.1%+22.6pp | 73.7%+22.0pp |
| Annual return | -7.32% | -11.56%+4.2pp | 16.98%-24.3pp | 12.16%-19.5pp |
| Employer contribution / active EE | $3,102 | $3,605-13.9% | $2,704+14.7% | $2,846+9.0% |
| Participant deferral / active EE | $3,083 | $4,200-26.6% | $3,814-19.2% | $4,805-35.8% |
| Admin fee / account holder | $179 | $89+101.8% | $3,226-94.5% | $133+34.8% |