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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) | $366,287 |
TIAA5+ years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $275,792 |
PLANPILOT, LLC4 years Filed as: PLANPILOT Service code 27 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Advisory (Plan) | $131,760 |
PENTEGRA SERVICES, INC.4 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVENUE, STE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $118,697 |
PRM CONSULTING INC4 years Service code 16 · EIN 52-2156813 1814 13TH ST NW · WASHINGTON, DC 200094424 | Consulting | $42,000 |
CLIFTONLARSONALLEN LLP4 years Service code 14 · EIN 41-0746749 11710 BELTSVILLE DR · BELTSVILLE, MD 207053102 | Plan Administrator | $29,867 |
AICUP1 year Service code 14 · EIN 25-1666617 101 N FRONT ST · HARRISBURG, PA 171011404 | Plan Administrator | $23,900 |
Service code 29 · EIN 20-5657685 811 ROSLYN TER · EVANSTON, IL 602011723 | Legal | $11,300 |
Filed as: RIGGS,CNSLMN,MICHAELS & DOWNES INC Service code 27 · EIN 52-0555835 555 FAIRMOUNT AVENUE · BALTIMORE, MD 21286 | Advisory (Plan) | $9,064 |
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 | $118,971 | $113,568+4.8% | $67,560+76.1% | $200,096-40.5% |
| Participation rate | 91.5% | 73.3%+18.1pp | 72.9%+18.5pp | 72.0%+19.4pp |
| Annual return | 37.17% | 15.88%+21.3pp | 3533.50%-3496.3pp | 34.26%+2.9pp |
| Employer contribution / active EE | $3,025 | $3,409-11.3% | $2,737+10.5% | $3,038-0.4% |
| Participant deferral / active EE | $2,896 | $4,163-30.4% | $4,004-27.7% | $5,090-43.1% |
| Admin fee / account holder | $221 | $102+116.3% | $3,994-94.5% | $269-17.8% |