Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES Service code 16 · EIN 54-2020086 5340 TWIN HICKORY RD · GLENN ALLEN, VA 230595682 | Consulting | $80,644 |
TIAA2+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $34,791 |
PLANPILOT, LLC1 year Filed as: PLANPILOT Service code 27 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Advisory (Plan) | $7,705 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,220 | $84,948+33.3% | $70,492+60.6% | $73,415+54.2% |
| Participation rate | 98.4% | 79.9%+18.5pp | 75.1%+23.4pp | 72.2%+26.3pp |
| Annual return | 12.51% | 13.39%-0.9pp | 109.16%-96.7pp | 59.30%-46.8pp |
| Employer contribution / active EE | $3,901 | $2,834+37.7% | $2,738+42.5% | $2,234+74.6% |
| Participant deferral / active EE | $3,290 | $3,387-2.9% | $3,711-11.4% | $3,806-13.6% |
| Admin fee / account holder | $571 | $98+482.1% | $3,848-85.2% | $158+261.7% |