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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $59,942 |
MILLENNIUM INVESTMENT & RETIREMENT10+ years Filed as: MILLENNIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $57,320 |
Filed as: HUB INVESTMENT PARTNERS Service code 26 · EIN 54-2020086 | Advisory (Participants) | $56,665 |
TRG ADVISORS, INC.7 years Filed as: TRG FIDUCIARY SERVICES, LLC Service code 27 · EIN 82-3095168 | Advisory (Plan) | $43,281 |
TRG ADVISORS, INC.10+ years Service code 27 · EIN 82-3871756 | Advisory (Plan) | $30,000 |
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 | $76,859 | $84,045-8.6% | $77,361-0.6% | $69,255+11.0% |
| Participation rate | 94.7% | 71.8%+22.9pp | 75.0%+19.8pp | 69.0%+25.7pp |
| Annual return | 11.31% | 12.46%-1.2pp | 1011.54%-1000.2pp | 26.73%-15.4pp |
| Employer contribution / active EE | $1,314 | $2,954-55.5% | $2,990-56.0% | $2,645-50.3% |
| Participant deferral / active EE | $3,458 | $3,349+3.3% | $3,911-11.6% | $2,890+19.6% |
| Admin fee / account holder | $346 | $239+44.8% | $5,894-94.1% | $733-52.8% |