| 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) | $347,802 |
TIAA2+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $190,889 |
PLANPILOT, LLC1 year Service code 13 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Contract Administrator | $176,423 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $114,197 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 220 S 6TH STREET · MINNEAPOLIS, MN 554021418 | Accounting | $26,570 |
PRM CONSULTING INC1 year Filed as: PRM CONSULTING Service code 13 · EIN 52-2156813 1841 13TH STREET NW · WASHINGTON, DC 20009 | Contract Administrator | $12,000 |
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 | $87,878 | $98,780-11.0% | $60,919+44.3% | $77,906+12.8% |
| Participation rate | 95.6% | 76.7%+18.9pp | 73.1%+22.5pp | 73.7%+21.9pp |
| Annual return | 16.00% | -11.56%+27.6pp | 16.98%-1.0pp | 12.16%+3.8pp |
| Employer contribution / active EE | $2,187 | $3,605-39.3% | $2,704-19.1% | $2,846-23.2% |
| Participant deferral / active EE | $2,630 | $4,200-37.4% | $3,814-31.1% | $4,805-45.3% |
| Admin fee / account holder | $152 | $89+71.5% | $3,226-95.3% | $133+14.6% |