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 | $48,277+56.8% | $67,511+12.2% | $80,874-6.4% |
| Participation rate | 80.6% | 66.4%+14.2pp | 72.9%+7.7pp | 67.6%+13.0pp |
| Annual return | 10.68% | 18.27%-7.6pp | 3517.41%-3506.7pp | 35.62%-24.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $118 | $3,687-96.8% | $3,999-97.1% | $6,935-98.3% |