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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES Service code 16 · EIN 54-2020086 5340 TWIN HICKORY RD · GLENN ALLEN, VA 230595682 | Consulting | $223,027 |
TIAA3+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $107,607 |
PLANPILOT, LLC2 years Filed as: PLANPILOT Service code 27 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Advisory (Plan) | $90,336 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $63,104 |
Filed as: RIGGS, CNSLMN, MICHALES & DOWNES IN Service code 16 · EIN 52-0555835 555 FIARMOUNT AVE · BALTIMORE, MD 21286 | Consulting | $42,850 |
PRM CONSULTING INC1 year Service code 16 · EIN 52-2156813 1814 13TH ST NW · WASHINGTON, DC 200094424 | Consulting | $15,000 |
PLANCHEC(K) CPAS LLC1 year Filed as: PLANCHEC(K) CPA Service code 10 · EIN 84-2614035 501 MORRISON RD · GAHANNA, OH 432303314 | Accounting | $10,800 |
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 | $101,851 | $120,057-15.2% | $75,728+34.5% | $93,010+9.5% |
| Participation rate | 97.4% | 77.3%+20.1pp | 74.8%+22.6pp | 73.9%+23.5pp |
| Annual return | 110.25% | 19.62%+90.6pp | 104.66%+5.6pp | 158.70%-48.5pp |
| Employer contribution / active EE | $2,664 | $3,253-18.1% | $2,743-2.9% | $2,705-1.5% |
| Participant deferral / active EE | $2,608 | $4,089-36.2% | $3,820-31.7% | $4,561-42.8% |
| Admin fee / account holder | $115 | $81+40.7% | $3,620-96.8% | $152-24.4% |