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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $13,434 |
TIAA1 year Filed as: TIAA- TEACHERS GROUP & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $8,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,431 | $68,408-52.6% | $57,196-43.3% | $57,658-43.8% |
| Participation rate | 54.0% | 79.1%-25.1pp | 75.3%-21.3pp | 70.2%-16.2pp |
| Annual return | 7.42% | 8.51%-1.1pp | 14.59%-7.2pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,308 | $2,869-54.4% | $2,683-51.2% | $1,974-33.7% |
| Participant deferral / active EE | $966 | $2,903-66.7% | $3,096-68.8% | $3,061-68.4% |
| Admin fee / account holder | $82 | $70+17.6% | $3,141-97.4% | $95-13.3% |