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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $127,554 |
TIAA3+ years Filed as: TIAA- TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $30,842 |
TRG ADVISORS, INC.3+ years Service code 27 · EIN 16-1533600 | Advisory (Plan) | $20,122 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,881 | $74,552-23.7% | $63,018-9.7% | $69,631-18.3% |
| Participation rate | 70.1% | 78.3%-8.1pp | 74.8%-4.7pp | 70.7%-0.6pp |
| Annual return | 12.12% | 15.77%-3.6pp | 87.62%-75.5pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $1,356 | $2,929-53.7% | $2,761-50.9% | $2,032-33.3% |
| Participant deferral / active EE | $1,916 | $2,974-35.6% | $3,330-42.5% | $3,224-40.6% |
| Admin fee / account holder | $266 | $59+347.2% | $3,601-92.6% | $110+140.6% |