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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM IVST & RETIREADV LLC Service code 27 · EIN 94-3428956 | Advisory (Plan) | $18,750 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $400 |
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 | $127,330 | $69,708+82.7% | $67,560+88.5% | $74,478+71.0% |
| Participation rate | 96.0% | 71.4%+24.6pp | 72.9%+23.1pp | 67.2%+28.8pp |
| Annual return | 12.56% | -40.67%+53.2pp | 3533.50%-3520.9pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $2,694 | $2,715-0.7% | $2,737-1.5% | $2,626+2.6% |
| Participant deferral / active EE | $5,291 | $3,637+45.5% | $4,004+32.1% | $4,350+21.6% |
| Admin fee / account holder | $64 | $887-92.7% | $3,994-98.4% | $1,946-96.7% |