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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $16,470 |
TIAA2 years Filed as: TIAA- TEACHERS GROUP & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $12,533 |
TRG ADVISORS, INC.1 year Filed as: TRG ADVISORS, INC Service code 27 · EIN 16-1533600 | Advisory (Plan) | $5,869 |
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 | $37,785 | $74,552-49.3% | $63,018-40.0% | $69,631-45.7% |
| Participation rate | 56.6% | 78.3%-21.7pp | 74.8%-18.2pp | 70.7%-14.1pp |
| Annual return | 14.85% | 15.77%-0.9pp | 87.62%-72.8pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $1,479 | $2,929-49.5% | $2,761-46.4% | $2,032-27.2% |
| Participant deferral / active EE | $1,083 | $2,974-63.6% | $3,330-67.5% | $3,224-66.4% |
| Admin fee / account holder | $111 | $59+86.2% | $3,601-96.9% | $110+0.2% |