| 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) | $463,106 |
PLANPILOT, LLC2 years Service code 13 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Contract Administrator | $232,293 |
TIAA3+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $230,580 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $158,210 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 220 S 6TH STREET · MINNEAPOLIS, MN 554021418 | Accounting | $27,668 |
PRM CONSULTING INC2 years Filed as: PRM CONSULTING Service code 13 · EIN 52-2156813 1841 13TH STREET NW · WASHINGTON, DC 20009 | Contract Administrator | $21,000 |
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 | $94,345 | $105,179-10.3% | $64,110+47.2% | $80,187+17.7% |
| Participation rate | 89.1% | 73.5%+15.6pp | 72.3%+16.8pp | 72.9%+16.2pp |
| Annual return | 27.02% | 20.34%+6.7pp | 33.75%-6.7pp | 40.40%-13.4pp |
| Employer contribution / active EE | $2,466 | $3,311-25.5% | $2,751-10.4% | $2,980-17.2% |
| Participant deferral / active EE | $3,049 | $4,020-24.2% | $3,883-21.5% | $5,016-39.2% |
| Admin fee / account holder | $179 | $113+57.8% | $3,071-94.2% | $145+23.3% |