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 5340 TWIN HICKORY ROAD · GLEN ALLEN, VA 230595682 | Advisory (Participants) | $6,961 |
TIAA7+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $6,568 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,506 | $53,837-30.3% | $75,714-50.5% | $85,847-56.3% |
| Participation rate | 97.4% | 69.1%+28.3pp | 74.8%+22.5pp | 69.3%+28.0pp |
| Annual return | 11.44% | 24.54%-13.1pp | 104.62%-93.2pp | 318.61%-307.2pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,132 | $2,895+42.7% | $3,820+8.2% | $3,952+4.6% |
| Admin fee / account holder | $81 | $3,339-97.6% | $3,619-97.8% | $6,261-98.7% |