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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $107,563 |
TIAA2+ years Filed as: TIAA- TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $28,355 |
TRG ADVISORS, INC.2+ years Service code 27 · EIN 16-1533600 | Advisory (Plan) | $16,165 |
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 | $52,224 | $68,408-23.7% | $57,196-8.7% | $57,658-9.4% |
| Participation rate | 59.8% | 79.1%-19.3pp | 75.3%-15.5pp | 70.2%-10.4pp |
| Annual return | 6.07% | 8.51%-2.4pp | 14.59%-8.5pp | 5.13%+0.9pp |
| Employer contribution / active EE | $1,159 | $2,869-59.6% | $2,683-56.8% | $1,974-41.3% |
| Participant deferral / active EE | $1,606 | $2,903-44.7% | $3,096-48.1% | $3,061-47.5% |
| Admin fee / account holder | $228 | $70+227.6% | $3,141-92.7% | $95+141.4% |