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 | $91,621+145.7% | $67,511+233.5% | $77,671+189.9% |
| Participation rate | 98.3% | 76.0%+22.3pp | 72.9%+25.4pp | 70.6%+27.7pp |
| Annual return | 11.91% | 14.87%-3.0pp | 3517.41%-3505.5pp | 31.21%-19.3pp |
| Employer contribution / active EE | $6,408 | $3,184+101.3% | $2,733+134.5% | $2,726+135.0% |
| Participant deferral / active EE | $5,819 | $3,906+49.0% | $4,000+45.5% | $4,648+25.2% |
| Admin fee / account holder | $478 | $176+171.0% | $3,999-88.1% | $430+11.0% |