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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $96,139 |
TIAA3+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $40,629 |
TRG ADVISORS, INC.3+ years Service code 27 · EIN 16-1533600 | Advisory (Plan) | $25,378 |
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 | $60,785 | $70,083-13.3% | $59,887+1.5% | $55,725+9.1% |
| Participation rate | 85.9% | 78.4%+7.5pp | 74.7%+11.2pp | 70.9%+15.0pp |
| Annual return | 8.34% | 3.13%+5.2pp | 3.46%+4.9pp | 244.93%-236.6pp |
| Employer contribution / active EE | $2,435 | $2,878-15.4% | $2,722-10.6% | $2,078+17.2% |
| Participant deferral / active EE | $3,085 | $3,079+0.2% | $3,402-9.3% | $3,356-8.1% |
| Admin fee / account holder | $268 | $70+280.5% | $3,591-92.6% | $115+132.3% |