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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $85,781 |
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $33,526 |
TRG ADVISORS, INC.2+ years Service code 27 · EIN 16-1533600 | Advisory (Plan) | $20,941 |
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 | $60,378 | $74,552-19.0% | $63,018-4.2% | $69,631-13.3% |
| Participation rate | 85.9% | 78.3%+7.6pp | 74.8%+11.1pp | 70.7%+15.2pp |
| Annual return | 10.96% | 15.77%-4.8pp | 87.62%-76.7pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $2,520 | $2,929-14.0% | $2,761-8.7% | $2,032+24.0% |
| Participant deferral / active EE | $3,161 | $2,974+6.3% | $3,330-5.1% | $3,224-1.9% |
| Admin fee / account holder | $249 | $59+319.5% | $3,601-93.1% | $110+125.7% |