Filed November 17, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES, INC Service code 28 · EIN 54-2020086 | Investment Management | $239,738 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $88,195 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,490 | $84,948+1.8% | $70,449+22.8% | $73,409+17.8% |
| Participation rate | 98.0% | 79.9%+18.0pp | 75.1%+22.9pp | 72.2%+25.8pp |
| Annual return | 16.28% | 13.39%+2.9pp | 109.03%-92.7pp | 59.29%-43.0pp |
| Employer contribution / active EE | $4,818 | $2,834+70.0% | $2,737+76.1% | $2,234+115.7% |
| Participant deferral / active EE | $2,966 | $3,387-12.4% | $3,709-20.0% | $3,805-22.1% |
| Admin fee / account holder | $386 | $98+293.7% | $3,845-90.0% | $158+144.7% |