Filed July 18, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $43,479 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $35,727 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Service code 26 · EIN 33-0818667 | Advisory (Participants) | $29,585 |
APRIO LLP3 years Filed as: APRIO, LLP Service code 10 · EIN 57-1157523 | Accounting | $11,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,857 | $69,708-24.2% | $67,560-21.8% | $74,478-29.0% |
| Participation rate | 85.8% | 71.4%+14.4pp | 72.9%+12.9pp | 67.2%+18.6pp |
| Annual return | 12.10% | -40.67%+52.8pp | 3533.50%-3521.4pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $3,825 | $2,715+40.9% | $2,737+39.8% | $2,626+45.6% |
| Participant deferral / active EE | $4,812 | $3,637+32.3% | $4,004+20.2% | $4,350+10.6% |
| Admin fee / account holder | $620 | $887-30.1% | $3,994-84.5% | $1,946-68.1% |