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) | $13,425 |
TIAA2+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $2,530 |
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 | $29,183 | $52,467-44.4% | $57,196-49.0% | $55,167-47.1% |
| Participation rate | 94.5% | 75.8%+18.6pp | 75.3%+19.2pp | 69.0%+25.5pp |
| Annual return | 5.87% | 7.72%-1.8pp | 14.59%-8.7pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,495 | $2,830-11.9% | $3,096-19.4% | $3,054-18.3% |
| Admin fee / account holder | $82 | $269-69.7% | $3,141-97.4% | $504-83.8% |