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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) | $1,445,273 |
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, STE 320E · WHITE PLANINS, NY 10604 | Plan Administrator | $312,189 |
TIAA6+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $282,242 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN ST, #800 · IRVINE, CA 92614 | Advisory (Plan) | $172,763 |
Filed as: RIGGS,COUNSELMAN,MICHAELS & DOWNES, Service code 27 · EIN 52-0555835 555 FAIRMOUNT AVE · BALTIMORE, MD 21286 | Advisory (Plan) | $164,981 |
TROUTMAN SANDERS LLP5 years Filed as: TROUTMAN SANDERS, LLP Service code 26 · EIN 58-0946915 600 PEACHTREE STREET, ME · ATLANTA, GA 30308 | Advisory (Participants) | $85,225 |
Service code 14 · EIN 54-0887849 188 E. MAIN ST. · BEDFORD, VA 24523 | Plan Administrator | $61,538 |
PRM CONSULTING INC3 years Filed as: PRM CONSULTING Service code 26 · EIN 52-2156813 1841 13TH STREET NW · WASHINGTON, DC 20009 | Advisory (Participants) | $42,900 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 220 S 6TH ST, STE 300 · MINNEAPOLIS, MN 55402 | Accounting | $34,445 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 245 SUMMER STREET · BOSTON, MA 02210 | Recordkeeping Fees | $2,008 |
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 | $95,450 | $111,545-14.4% | $64,110+48.9% | $103,657-7.9% |
| Participation rate | 91.6% | 74.9%+16.7pp | 72.3%+19.3pp | 73.4%+18.2pp |
| Annual return | 23.68% | 17.80%+5.9pp | 33.75%-10.1pp | 33.13%-9.5pp |
| Employer contribution / active EE | $3,187 | $4,573-30.3% | $2,751+15.9% | $3,216-0.9% |
| Participant deferral / active EE | $3,340 | $4,715-29.2% | $3,883-14.0% | $5,218-36.0% |
| Admin fee / account holder | $236 | $45+423.1% | $3,071-92.3% | $114+106.7% |