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 | $292,083 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $99,171 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,168 | $79,151+2.5% | $60,906+33.3% | $64,819+25.2% |
| Participation rate | 98.6% | 77.7%+20.9pp | 73.1%+25.5pp | 71.5%+27.1pp |
| Annual return | -14.23% | -7.12%-7.1pp | 16.94%-31.2pp | 32.84%-47.1pp |
| Employer contribution / active EE | $6,427 | $3,052+110.6% | $2,703+137.8% | $2,507+156.4% |
| Participant deferral / active EE | $3,457 | $3,727-7.3% | $3,814-9.4% | $4,311-19.8% |
| Admin fee / account holder | $411 | $106+289.2% | $3,227-87.3% | $188+119.0% |