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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) | $1,702,176 |
PENTEGRA SERVICES, INC.6 years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, STE 320E · WHITE PLANINS, NY 10604 | Plan Administrator | $366,697 |
TIAA7+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $356,958 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN ST, #800 · IRVINE, CA 92614 | Advisory (Plan) | $196,855 |
Filed as: RIGGS,COUNSELMAN,MICHAELS & DOWNES, Service code 23 · EIN 52-0555835 555 FAIRMOUNT AVE · BALTIMORE, MD 21286 | Insurance services | $164,981 |
Service code 14 · EIN 54-0887849 188 E. MAIN ST. · BEDFORD, VA 24523 | Plan Administrator | $87,822 |
TROUTMAN SANDERS LLP6 years Filed as: TROUTMAN SANDERS, LLP Service code 26 · EIN 58-0946915 600 PEACHTREE STREET, ME · ATLANTA, GA 30308 | Advisory (Participants) | $85,889 |
PRM CONSULTING INC4 years Filed as: PRM CONSULTING Service code 26 · EIN 52-2156813 1841 13TH STREET NW · WASHINGTON, DC 20009 | Advisory (Participants) | $76,800 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 220 S 6TH ST, STE 300 · MINNEAPOLIS, MN 55402 | Accounting | $39,165 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 245 SUMMER STREET · BOSTON, MA 02210 | Recordkeeping Fees | $1,912 |
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 | $109,611 | $117,148-6.4% | $67,560+62.2% | $99,313+10.4% |
| Participation rate | 91.1% | 72.7%+18.4pp | 72.9%+18.2pp | 71.7%+19.4pp |
| Annual return | 27.28% | 14.15%+13.1pp | 3533.50%-3506.2pp | 17.67%+9.6pp |
| Employer contribution / active EE | $3,253 | $4,623-29.6% | $2,737+18.9% | $3,264-0.3% |
| Participant deferral / active EE | $3,255 | $4,782-31.9% | $4,004-18.7% | $5,346-39.1% |
| Admin fee / account holder | $266 | $50+430.2% | $3,994-93.4% | $109+143.3% |