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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 5340 TWIN HICKORY RD · GLEN ALLEN, VA 23059 | Advisory (Participants) | $844,342 |
TIAA2+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $226,906 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, STE 320E · WHITE PLANINS, NY 10604 | Plan Administrator | $179,432 |
Service code 26 · EIN 36-3783644 250 SKOKIE BLVD, STE 100 · NORTHBROOK, IL 60062 | Advisory (Participants) | $78,296 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN ST, #800 · IRVINE, CA 92614 | Advisory (Plan) | $76,875 |
Service code 14 · EIN 54-0887849 188 E. MAIN ST. · BEDFORD, VA 24523 | Plan Administrator | $65,188 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN SANDERS, LLP Service code 29 · EIN 58-0946915 600 PEACHTREE ST. NE · ATLANTA, GA 30308 | Legal | $56,264 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 220 S 6TH ST, STE 300 · MINNEAPOLIS, MN 55402 | Accounting | $31,333 |
Filed as: RIGGS,COUNSELMAN,MICHAELS & DOWNES, Service code 27 · EIN 52-0555835 555 FAIRMOUNT AVE · BALTIMORE, MD 21286 | Advisory (Plan) | $16,828 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN EDWARDS & CO, LLP Service code 10 · EIN 54-0504608 319 MCCLANAHAN ST. 8W · ROANOKE, VA 24014 | Accounting | $16,454 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,129 | $204,517-58.9% | $69,480+21.1% | $77,775+8.2% |
| Participation rate | 95.9% | 74.6%+21.2pp | 74.6%+21.3pp | 73.2%+22.7pp |
| Annual return | 102.12% | 22.10%+80.0pp | 28.99%+73.1pp | 32.58%+69.5pp |
| Employer contribution / active EE | $2,742 | $3,548-22.7% | $2,780-1.3% | $2,504+9.5% |
| Participant deferral / active EE | $2,627 | $3,478-24.5% | $3,537-25.7% | $3,966-33.8% |
| Admin fee / account holder | $258 | $101+156.3% | $3,840-93.3% | $100+157.6% |