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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) | $1,432,158 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, STE 320E · WHITE PLANINS, NY 10604 | Plan Administrator | $313,383 |
TIAA5+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $237,727 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN ST, #800 · IRVINE, CA 92614 | Advisory (Plan) | $158,575 |
Filed as: RIGGS,COUNSELMAN,MICHAELS & DOWNES, Service code 27 · EIN 52-0555835 555 FAIRMOUNT AVE · BALTIMORE, MD 21286 | Advisory (Plan) | $153,525 |
TROUTMAN SANDERS LLP4 years Filed as: TROUTMAN SANDERS, LLP Service code 26 · EIN 58-0946915 600 PEACHTREE STREET, ME · ATLANTA, GA 30308 | Advisory (Participants) | $71,741 |
PRM CONSULTING INC2 years Filed as: PRM CONSULTING Service code 26 · EIN 52-2156813 1841 13TH STREET NW · WASHINGTON, DC 20009 | Advisory (Participants) | $46,800 |
Service code 14 · EIN 54-0887849 188 E. MAIN ST. · BEDFORD, VA 24523 | Plan Administrator | $37,286 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 220 S 6TH ST, STE 300 · MINNEAPOLIS, MN 55402 | Accounting | $32,471 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 245 SUMMER STREET · BOSTON, MA 02210 | Recordkeeping Fees | $2,053 |
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 | $87,224 | $95,445-8.6% | $60,919+43.2% | $78,104+11.7% |
| Participation rate | 92.5% | 72.5%+20.0pp | 73.1%+19.4pp | 74.5%+18.0pp |
| Annual return | -11.73% | -12.21%+0.5pp | 16.98%-28.7pp | 10.90%-22.6pp |
| Employer contribution / active EE | $3,102 | $3,900-20.5% | $2,704+14.7% | $3,128-0.8% |
| Participant deferral / active EE | $3,404 | $4,558-25.3% | $3,814-10.8% | $5,089-33.1% |
| Admin fee / account holder | $247 | $46+440.0% | $3,226-92.3% | $79+213.0% |