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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 | $276,695 |
TIAA4+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $136,281 |
PLANPILOT, LLC3 years Filed as: PLANPILOT Service code 27 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Advisory (Plan) | $102,709 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $80,291 |
Filed as: RIGGS, CNSLMN, MICHALES & DOWNES IN Service code 16 · EIN 52-0555835 555 FIARMOUNT AVE · BALTIMORE, MD 21286 | Consulting | $22,610 |
PLANCHEC(K) CPAS LLC2 years Filed as: PLANCHEC(K) CPA Service code 10 · EIN 84-2614035 501 MORRISON RD · GAHANNA, OH 432303314 | Accounting | $12,600 |
PRM CONSULTING INC2 years Service code 16 · EIN 52-2156813 1814 13TH ST NW · WASHINGTON, DC 200094424 | Consulting | $9,000 |
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 | $88,289 | $98,780-10.6% | $60,919+44.9% | $77,906+13.3% |
| Participation rate | 96.2% | 76.7%+19.5pp | 73.1%+23.0pp | 73.7%+22.5pp |
| Annual return | -11.56% | -11.56%0pp | 16.98%-28.5pp | 12.16%-23.7pp |
| Employer contribution / active EE | $3,056 | $3,605-15.2% | $2,704+13.0% | $2,846+7.4% |
| Participant deferral / active EE | $3,352 | $4,200-20.2% | $3,814-12.1% | $4,805-30.2% |
| Admin fee / account holder | $345 | $89+289.4% | $3,226-89.3% | $133+160.2% |