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 26 · EIN 54-2020086 5340 TWIN HICKORY ROAD · GLEN ALLEN, VA 230595682 | Advisory (Participants) | $11,210 |
TIAA5+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $6,217 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN STREET, #800 · IRVINE, CA 926147227 | Advisory (Plan) | $4,054 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,623 | $60,795-51.3% | $69,483-57.4% | $65,186-54.6% |
| Participation rate | 97.3% | 74.9%+22.4pp | 74.6%+22.7pp | 70.2%+27.1pp |
| Annual return | 15.74% | 17.46%-1.7pp | 28.99%-13.2pp | 29.39%-13.6pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,355 | $3,162+6.1% | $3,537-5.1% | $3,514-4.5% |
| Admin fee / account holder | $90 | $314-71.3% | $3,841-97.7% | $847-89.4% |