Filed October 27, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $15,247 |
TIAA3+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $4,388 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN STREET, SUITE #800 · IRVINE, CA 929167227 | Advisory (Plan) | $2,630 |
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 | $29,788 | $57,976-48.6% | $63,018-52.7% | $62,293-52.2% |
| Participation rate | 93.1% | 75.9%+17.1pp | 74.8%+18.3pp | 69.5%+23.6pp |
| Annual return | 13.11% | 17.54%-4.4pp | 87.62%-74.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,243 | $2,956-24.1% | $3,330-32.6% | $3,169-29.2% |
| Admin fee / account holder | $96 | $276-65.3% | $3,601-97.3% | $479-80.1% |