| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 5340 TWIN HICKORY RD · GLEN ALLEN, VA 23059 | Advisory (Participants) | $621,997 |
TIAA4+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $318,714 |
PLANPILOT, LLC3 years Service code 13 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Contract Administrator | $268,963 |
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 | $184,952 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 220 S 6TH STREET · MINNEAPOLIS, MN 554021418 | Accounting | $28,450 |
PRM CONSULTING INC3 years Filed as: PRM CONSULTING Service code 13 · EIN 52-2156813 1841 13TH STREET NW · WASHINGTON, DC 20009 | Contract Administrator | $24,000 |
Filed as: LAW OFFICES OF ALLEN T. STEINBERG Service code 29 · EIN 20-5657685 811 ROSLYN TER · EVANSTON, IL 11723 | Legal | $5,769 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,377 | $113,568-1.0% | $67,560+66.3% | $200,096-43.8% |
| Participation rate | 89.7% | 73.3%+16.4pp | 72.9%+16.8pp | 72.0%+17.7pp |
| Annual return | 11.90% | 15.88%-4.0pp | 3533.50%-3521.6pp | 34.26%-22.4pp |
| Employer contribution / active EE | $2,569 | $3,409-24.7% | $2,737-6.1% | $3,038-15.4% |
| Participant deferral / active EE | $3,477 | $4,163-16.5% | $4,004-13.2% | $5,090-31.7% |
| Admin fee / account holder | $262 | $102+156.0% | $3,994-93.4% | $269-2.7% |