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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) | $1,536,628 |
TIAA4+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $412,751 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, STE 320E · WHITE PLANINS, NY 10604 | Plan Administrator | $278,639 |
Filed as: RIGGS,COUNSELMAN,MICHAELS & DOWNES, Service code 27 · EIN 52-0555835 555 FAIRMOUNT AVE · BALTIMORE, MD 21286 | Advisory (Plan) | $145,763 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN ST, #800 · IRVINE, CA 92614 | Advisory (Plan) | $120,247 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 220 S 6TH ST, STE 300 · MINNEAPOLIS, MN 55402 | Accounting | $49,925 |
TROUTMAN SANDERS LLP3 years Filed as: TROUTMAN SANDERS, LLP Service code 26 · EIN 58-0946915 600 PEACHTREE STREET, ME · ATLANTA, GA 30308 | Advisory (Participants) | $49,592 |
Service code 14 · EIN 54-0887849 188 E. MAIN ST. · BEDFORD, VA 24523 | Plan Administrator | $37,250 |
PRM CONSULTING INC1 year Filed as: PRM CONSULTING Service code 26 · EIN 52-2156813 1841 13TH STREET NW · WASHINGTON, DC 20009 | Advisory (Participants) | $32,100 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 245 SUMMER STREET · BOSTON, MA 02210 | Recordkeeping Fees | $1,703 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,908 | $120,057-13.5% | $75,728+37.2% | $93,010+11.7% |
| Participation rate | 93.6% | 77.3%+16.3pp | 74.8%+18.8pp | 73.9%+19.7pp |
| Annual return | 13.52% | 19.62%-6.1pp | 104.66%-91.1pp | 158.70%-145.2pp |
| Employer contribution / active EE | $3,003 | $3,253-7.7% | $2,743+9.4% | $2,705+11.0% |
| Participant deferral / active EE | $3,402 | $4,089-16.8% | $3,820-11.0% | $4,561-25.4% |
| Admin fee / account holder | $279 | $81+242.9% | $3,620-92.3% | $152+84.1% |