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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 | $93,351-17.7% | $62,929+22.1% | $79,634-3.5% |
| Participation rate | 94.7% | 74.6%+20.1pp | 73.1%+21.6pp | 62.5%+32.2pp |
| Annual return | 11.31% | 14.37%-3.1pp | 1063.93%-1052.6pp | 36.46%-25.2pp |
| Employer contribution / active EE | $1,314 | $3,135-58.1% | $2,505-47.5% | $2,529-48.0% |
| Participant deferral / active EE | $3,458 | $3,921-11.8% | $3,888-11.1% | $3,835-9.8% |
| Admin fee / account holder | $346 | $229+51.1% | $5,065-93.2% | $1,002-65.5% |