Filed April 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $79,371 |
Filed as: MILLENNIUM ADVISORY SERVICES, INC Service code 28 · EIN 54-2020086 | Investment Management | $75,488 |
PLANPILOT, LLC8 years Service code 28 · EIN 45-4168388 | Investment Management | $42,559 |
BKD, LLP4 years Service code 10 · EIN 44-0160260 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,152 | $91,692+145.6% | $67,561+233.3% | $77,714+189.7% |
| Participation rate | 98.3% | 76.0%+22.2pp | 72.9%+25.4pp | 70.6%+27.7pp |
| Annual return | 11.91% | 14.88%-3.0pp | 3525.44%-3513.5pp | 31.26%-19.3pp |
| Employer contribution / active EE | $6,408 | $3,188+101.0% | $2,735+134.3% | $2,727+135.0% |
| Participant deferral / active EE | $5,819 | $3,912+48.7% | $4,003+45.4% | $4,649+25.2% |
| Admin fee / account holder | $478 | $245+95.3% | $4,006-88.1% | $433+10.3% |