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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $78,061 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $26,825 |
TRG ADVISORS, INC.1+ years Service code 27 · EIN 16-1533600 | Advisory (Plan) | $16,449 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,735 | $68,408-17.1% | $57,196-0.8% | $57,658-1.6% |
| Participation rate | 89.8% | 79.1%+10.6pp | 75.3%+14.4pp | 70.2%+19.5pp |
| Annual return | 1.19% | 8.51%-7.3pp | 14.59%-13.4pp | 5.13%-3.9pp |
| Employer contribution / active EE | $2,478 | $2,869-13.6% | $2,683-7.6% | $1,974+25.5% |
| Participant deferral / active EE | $3,089 | $2,903+6.4% | $3,096-0.2% | $3,061+0.9% |
| Admin fee / account holder | $225 | $70+223.4% | $3,141-92.8% | $95+138.3% |