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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 5340 TWIN HICKORY RD · GLEN ALLEN, VA 230595682 | Advisory (Participants) | $141,579 |
TIAA2+ years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $78,997 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVENUE, STE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $50,391 |
PLANPILOT, LLC1 year Filed as: PLANPILOT Service code 27 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Advisory (Plan) | $36,981 |
CLIFTONLARSONALLEN LLP1 year Service code 14 · EIN 41-0746749 11710 BELTSVILLE DR · BELTSVILLE, MD 207053102 | Plan Administrator | $20,060 |
PRM CONSULTING INC1 year Service code 16 · EIN 52-2156813 1814 13TH ST NW · WASHINGTON, DC 200094424 | Consulting | $15,125 |
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 | $76,551 | $94,836-19.3% | $75,728+1.1% | $86,828-11.8% |
| Participation rate | 95.3% | 79.1%+16.1pp | 74.8%+20.4pp | 72.3%+23.0pp |
| Annual return | 127.23% | 16.90%+110.3pp | 104.66%+22.6pp | 97.95%+29.3pp |
| Employer contribution / active EE | $2,457 | $2,908-15.5% | $2,743-10.5% | $2,406+2.1% |
| Participant deferral / active EE | $2,241 | $3,632-38.3% | $3,820-41.3% | $4,132-45.8% |
| Admin fee / account holder | $193 | $108+78.3% | $3,620-94.7% | $170+13.9% |