Filed June 8, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES, INC. Service code 27 · EIN 54-2020086 5340 TWIN HICKORY RD. · GLEN ALLEN, VA 230595682 | Advisory (Plan) | $76,372 |
TIAA1+ years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $13,080 |
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 | $81,415 | $67,166+21.2% | $57,356+41.9% | $55,191+47.5% |
| Participation rate | 98.6% | 77.7%+20.9pp | 75.1%+23.5pp | 69.2%+29.4pp |
| Annual return | 2.11% | 4.22%-2.1pp | 24.41%-22.3pp | 10.78%-8.7pp |
| Employer contribution / active EE | $4,211 | $2,812+49.7% | $2,689+56.6% | $1,899+121.8% |
| Participant deferral / active EE | $4,183 | $2,835+47.6% | $3,162+32.3% | $3,046+37.3% |
| Admin fee / account holder | $139 | $44+219.4% | $3,357-95.9% | $91+53.2% |