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 | Advisory (Plan) | $109,646 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,571 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,561 | $68,408+25.1% | $57,179+49.6% | $57,658+48.4% |
| Participation rate | 98.9% | 79.1%+19.8pp | 75.3%+23.6pp | 70.2%+28.7pp |
| Annual return | 6.73% | 8.51%-1.8pp | 14.59%-7.9pp | 5.13%+1.6pp |
| Employer contribution / active EE | $5,119 | $2,869+78.4% | $2,682+90.8% | $1,974+159.3% |
| Participant deferral / active EE | $4,966 | $2,903+71.1% | $3,096+60.4% | $3,061+62.3% |
| Admin fee / account holder | $205 | $70+194.4% | $3,139-93.5% | $95+116.9% |