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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM PRIVATE WEALTH Service code 27 225 SEVEN FARMS DRIVE · CHARLESTON, SC 29492 | Advisory (Plan) | $57,160 |
RETIREMENT STRATEGIES, INC.3+ years Filed as: RETIREMENT STRATEGIES, INC Service code 10 229 FURY'S FERRY RD. · AUGUSTA, GA 30907 | Accounting | $895 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 12.18% | 10.93%+1.2pp | 10.16%+2.0pp | 13.95%-1.8pp |
| Employer contribution / active EE | $11,458 | $10,209+12.2% | $33,192-65.5% | $16,598-31.0% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |