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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA- TEACHERS GROUP & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $20,866 |
Filed as: MILLENIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $20,443 |
TRG ADVISORS, INC.3 years Filed as: TRG ADVISORS, INC Service code 27 · EIN 16-1533600 | Advisory (Plan) | $10,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,179 | $60,795-32.3% | $69,464-40.7% | $65,185-36.8% |
| Participation rate | 60.7% | 74.9%-14.1pp | 74.6%-13.9pp | 70.2%-9.5pp |
| Annual return | 18.73% | 17.46%+1.3pp | 28.98%-10.2pp | 29.38%-10.7pp |
| Employer contribution / active EE | $1,839 | $2,452-25.0% | $2,779-33.8% | $2,177-15.5% |
| Participant deferral / active EE | $1,709 | $3,162-45.9% | $3,536-51.7% | $3,514-51.4% |
| Admin fee / account holder | $160 | $314-49.1% | $3,840-95.8% | $847-81.1% |