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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $23,109 |
TIAA7 years Filed as: TIAA- TEACHERS GROUP & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $19,747 |
TRG ADVISORS, INC.6 years Filed as: TRG ADVISORS, INC Service code 27 · EIN 82-3871756 | Advisory (Plan) | $10,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,949 | $60,989-36.1% | $60,906-36.1% | $66,938-41.8% |
| Participation rate | 58.3% | 74.5%-16.2pp | 73.1%-14.8pp | 69.8%-11.5pp |
| Annual return | -15.20% | -9.60%-5.6pp | 16.94%-32.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $711 | $2,661-73.3% | $2,703-73.7% | $2,545-72.1% |
| Participant deferral / active EE | $1,597 | $3,615-55.8% | $3,814-58.1% | $4,238-62.3% |
| Admin fee / account holder | $161 | $338-52.5% | $3,227-95.0% | $594-72.9% |