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 5340 TWIN HICKORY ROAD · GLEN ALLEN, VA 230595682 | Advisory (Plan) | $55,838 |
TIAA5+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $19,717 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 1920 MAIN STREET, SUITE 800 · IRVINE, CA 926147227 | Advisory (Participants) | $12,858 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,839 | $60,795+1.7% | $69,461-11.0% | $65,185-5.1% |
| Participation rate | 91.9% | 74.9%+17.0pp | 74.6%+17.3pp | 70.2%+21.7pp |
| Annual return | 15.43% | 17.46%-2.0pp | 28.97%-13.5pp | 29.38%-14.0pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,536-100.0% | $3,514-100.0% |
| Admin fee / account holder | $197 | $314-37.1% | $3,840-94.9% | $847-76.7% |