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) | $45,766 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $14,242 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $9,288 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,363 | $65,322+1.6% | $70,449-5.8% | $73,488-9.7% |
| Participation rate | 93.1% | 77.0%+16.2pp | 75.1%+18.1pp | 70.7%+22.5pp |
| Annual return | 11.18% | 15.71%-4.5pp | 109.03%-97.8pp | 28.51%-17.3pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $162 | $214-24.3% | $3,845-95.8% | $513-68.4% |