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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $100,118 |
TIAA1+ years Filed as: TIAA- TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $27,224 |
TRG ADVISORS, INC.1+ years Service code 27 · EIN 16-1533600 | Advisory (Plan) | $13,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,158 | $67,166-25.3% | $57,356-12.5% | $55,191-9.1% |
| Participation rate | 67.3% | 77.7%-10.4pp | 75.1%-7.8pp | 69.2%-1.9pp |
| Annual return | 1.18% | 4.22%-3.0pp | 24.41%-23.2pp | 10.78%-9.6pp |
| Employer contribution / active EE | $1,119 | $2,812-60.2% | $2,689-58.4% | $1,899-41.1% |
| Participant deferral / active EE | $1,563 | $2,835-44.9% | $3,162-50.6% | $3,046-48.7% |
| Admin fee / account holder | $207 | $44+376.2% | $3,357-93.8% | $91+128.4% |