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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) | $379,986 |
PLANPILOT, LLC4+ years Filed as: PLANPILOT Service code 27 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Advisory (Plan) | $178,438 |
PENTEGRA SERVICES, INC.4+ years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $152,458 |
TIAA4+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $138,965 |
Filed as: ARTHUR J GALLAGHER RISH MGMT SVCS Service code 27 · EIN 36-2102482 2850 GOLF RD · ROLLING MEADOWS, IL 600084050 | Advisory (Plan) | $77,675 |
PRM CONSULTING INC4+ years Service code 16 · EIN 52-2156813 1814 13TH ST NW · WASHINGTON, DC 200094424 | Consulting | $27,750 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 14 · EIN 41-0746749 11710 BELTSVILLE DR · BELTSVILLE, MD 207053102 | Plan Administrator | $27,620 |
Service code 29 · EIN 20-5657685 811 ROSLYN TER · EVANSTON, IL 602011723 | Legal | $9,600 |
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 | $84,720 | $105,179-19.5% | $64,110+32.1% | $80,187+5.7% |
| Participation rate | 95.3% | 73.5%+21.7pp | 72.3%+22.9pp | 72.9%+22.3pp |
| Annual return | 15.09% | 20.34%-5.2pp | 33.75%-18.7pp | 40.40%-25.3pp |
| Employer contribution / active EE | $3,126 | $3,311-5.6% | $2,751+13.7% | $2,980+4.9% |
| Participant deferral / active EE | $3,092 | $4,020-23.1% | $3,883-20.4% | $5,016-38.4% |
| Admin fee / account holder | $188 | $113+65.6% | $3,071-93.9% | $145+29.3% |