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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) | $1,163,657 |
TIAA3+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $292,634 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, STE 320E · WHITE PLANINS, NY 10604 | Plan Administrator | $280,116 |
Filed as: RIGGS,COUNSELMAN,MICHAELS & DOWNES, Service code 27 · EIN 52-0555835 555 FAIRMOUNT AVE · BALTIMORE, MD 21286 | Advisory (Plan) | $130,461 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN ST, #800 · IRVINE, CA 92614 | Advisory (Plan) | $115,000 |
TROUTMAN SANDERS LLP2 years Filed as: TROUTMAN SANDERS, LLP Service code 26 · EIN 58-0946915 600 PEACHTREE STREET, ME · ATLANTA, GA 30308 | Advisory (Participants) | $53,866 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 220 S 6TH ST, STE 300 · MINNEAPOLIS, MN 55402 | Accounting | $37,595 |
Service code 14 · EIN 54-0887849 188 E. MAIN ST. · BEDFORD, VA 24523 | Plan Administrator | $37,275 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 245 SUMMER STREET · BOSTON, MA 02210 | Recordkeeping Fees | $1,299 |
Service code 10 · EIN 35-1140070 150 N RADNOR CHESTER RD · RADNOR, PA 19087 | Accounting | $31 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $93,643 | $113,699-17.6% | $70,492+32.8% | $93,223+0.4% |
| Participation rate | 94.2% | 77.8%+16.4pp | 75.1%+19.2pp | 74.9%+19.3pp |
| Annual return | 35.37% | 14.93%+20.4pp | 109.16%-73.8pp | 19.29%+16.1pp |
| Employer contribution / active EE | $2,578 | $3,991-35.4% | $2,738-5.9% | $2,680-3.8% |
| Participant deferral / active EE | $2,796 | $4,485-37.7% | $3,711-24.6% | $4,563-38.7% |
| Admin fee / account holder | $344 | $40+752.4% | $3,848-91.1% | $79+334.6% |