Filed October 27, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $47,281 |
TIAA1+ years Service code 67 · EIN 13-1624203 | Other insurance wrap fees | $202 |
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 | $54,498 | $51,769+5.3% | $57,356-5.0% | $52,331+4.1% |
| Participation rate | 98.8% | 75.2%+23.6pp | 75.1%+23.7pp | 68.1%+30.7pp |
| Annual return | 1.33% | 2.43%-1.1pp | 24.41%-23.1pp | 4.54%-3.2pp |
| Employer contribution / active EE | $2,446 | $2,335+4.8% | $2,689-9.0% | $1,882+30.0% |
| Participant deferral / active EE | $1,957 | $2,794-29.9% | $3,162-38.1% | $3,022-35.2% |
| Admin fee / account holder | $97 | $295-67.2% | $3,357-97.1% | $592-83.7% |