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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $132,311 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $23,924 |
TRG ADVISORS, INC.1 year Filed as: TRG ADVISORS, INC Service code 27 · EIN 82-3871756 | Advisory (Plan) | $16,577 |
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 | $53,000 | $70,083-24.4% | $59,899-11.5% | $55,725-4.9% |
| Participation rate | 84.4% | 78.4%+6.0pp | 74.7%+9.7pp | 70.9%+13.5pp |
| Annual return | -3.23% | 3.13%-6.4pp | 3.46%-6.7pp | 244.93%-248.2pp |
| Employer contribution / active EE | $1,717 | $2,878-40.4% | $2,723-36.9% | $2,078-17.4% |
| Participant deferral / active EE | $2,445 | $3,079-20.6% | $3,402-28.2% | $3,356-27.1% |
| Admin fee / account holder | $256 | $70+263.8% | $3,592-92.9% | $115+122.1% |