Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $82,205 |
TIAA5+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $43,830 |
TRG ADVISORS, INC.5+ years Service code 27 · EIN 82-3871756 | Advisory (Plan) | $19,819 |
TRG ADVISORS, INC.2 years Filed as: TRG FIDUCIARY SERVICES, LLC Service code 27 · EIN 82-3095168 | Advisory (Plan) | $17,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,671 | $84,948-30.9% | $70,476-16.8% | $73,412-20.1% |
| Participation rate | 52.6% | 79.9%-27.3pp | 75.1%-22.5pp | 72.2%-19.6pp |
| Annual return | 4.27% | 13.39%-9.1pp | 109.12%-104.8pp | 59.30%-55.0pp |
| Employer contribution / active EE | $1,320 | $2,834-53.4% | $2,738-51.8% | $2,234-40.9% |
| Participant deferral / active EE | $1,623 | $3,387-52.1% | $3,710-56.2% | $3,806-57.3% |
| Admin fee / account holder | $255 | $98+159.9% | $3,847-93.4% | $158+61.5% |