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 5340 TWIN HICKORY ROAD · GLEN ALLEN, VA 230595682 | Advisory (Participants) | $57,719 |
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $44,590 |
SAGE ADVISORY SERVICES6 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 26 · EIN 33-0818667 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $32,106 |
APRIO LLP1 year Filed as: APRIO, LLP Service code 10 · EIN 57-1157523 PO BOX 117310 · ATLANTA, GA 30368 | Accounting | $9,500 |
Service code 17 · EIN 26-1233837 19825B NORTH COVE ROAD · CORNELIUS, NC 28031 | Pension Consulting | $5,351 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,551 | $60,989-12.2% | $60,906-12.1% | $66,938-20.0% |
| Participation rate | 97.7% | 74.5%+23.2pp | 73.1%+24.6pp | 69.8%+27.8pp |
| Annual return | -7.95% | -9.60%+1.6pp | 16.94%-24.9pp | 1.58%-9.5pp |
| Employer contribution / active EE | $2,239 | $2,661-15.8% | $2,703-17.2% | $2,545-12.0% |
| Participant deferral / active EE | $2,427 | $3,615-32.9% | $3,814-36.4% | $4,238-42.7% |
| Admin fee / account holder | $761 | $338+124.8% | $3,227-76.4% | $594+28.2% |