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) | $65,276 |
TIAA3+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $17,499 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 1920 MAIN STREET, SUITE 800 · IRVINE, CA 926147227 | Advisory (Participants) | $10,490 |
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 | $61,263 | $57,976+5.7% | $63,018-2.8% | $62,293-1.7% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.8%+24.6pp | 69.5%+29.9pp |
| Annual return | 13.05% | 17.54%-4.5pp | 87.62%-74.6pp | 28.90%-15.9pp |
| Employer contribution / active EE | $2,270 | $2,415-6.0% | $2,761-17.8% | $2,042+11.2% |
| Participant deferral / active EE | $1,816 | $2,956-38.6% | $3,330-45.5% | $3,169-42.7% |
| Admin fee / account holder | $189 | $276-31.4% | $3,601-94.7% | $479-60.5% |