| 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) | $37,601 |
TIAA1+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $35,840 |
BAKER TILLY US, LLP1+ years Service code 10 · EIN 39-0859910 225 SOUTH SIXTH STREET STE 2300 · MINNEAPOLIS, MN 55402 | Accounting | $13,438 |
TD&T CPAS AND ADVISORS, P.C.1+ years Filed as: TDT CPAS AND ADVISORS, P.C. Service code 10 · EIN 42-1029744 1700 42ND ST NE · CEDAR RAPIDS, IA 52402 | Accounting | $9,156 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $120,282 | $120,057+0.2% | $75,728+58.8% | $93,010+29.3% |
| Participation rate | 94.7% | 77.3%+17.4pp | 74.8%+19.8pp | 73.9%+20.8pp |
| Annual return | 0.00% | 19.62%-19.6pp | 104.66%-104.7pp | 158.70%-158.7pp |
| Employer contribution / active EE | $598 | $3,253-81.6% | $2,743-78.2% | $2,705-77.9% |
| Participant deferral / active EE | $640 | $4,089-84.4% | $3,820-83.3% | $4,561-86.0% |
| Admin fee / account holder | $32 | $81-61.3% | $3,620-99.1% | $152-79.2% |