Filed October 27, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES, INC. Service code 27 · EIN 54-2020086 | Advisory (Plan) | $13,143 |
SAGEVIEW ADVISORY GROUP, LLC9 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $10,624 |
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $10,236 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,721 | $48,337+56.7% | $67,560+12.1% | $80,959-6.5% |
| Participation rate | 80.6% | 66.4%+14.2pp | 72.9%+7.7pp | 67.7%+12.9pp |
| Annual return | 10.68% | 18.26%-7.6pp | 3533.50%-3522.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $118 | $3,695-96.8% | $3,994-97.1% | $6,925-98.3% |