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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $18,412 |
TIAA3 years Filed as: TIAA- TEACHERS GROUP & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $11,672 |
TRG ADVISORS, INC.2 years Filed as: TRG ADVISORS, INC Service code 27 · EIN 16-1533600 | Advisory (Plan) | $5,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,292 | $70,083-49.6% | $59,887-41.1% | $55,725-36.7% |
| Participation rate | 57.7% | 78.4%-20.7pp | 74.7%-17.0pp | 70.9%-13.2pp |
| Annual return | -4.57% | 3.13%-7.7pp | 3.46%-8.0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,537 | $2,878-46.6% | $2,722-43.5% | $2,078-26.0% |
| Participant deferral / active EE | $1,378 | $3,079-55.2% | $3,402-59.5% | $3,356-58.9% |
| Admin fee / account holder | $110 | $70+55.8% | $3,591-97.0% | $115-4.9% |