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) | $135,416 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $35,451 |
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 | $92,527 | $74,552+24.1% | $63,018+46.8% | $69,631+32.9% |
| Participation rate | 99.5% | 78.3%+21.2pp | 74.8%+24.7pp | 70.7%+28.8pp |
| Annual return | 13.71% | 15.77%-2.1pp | 87.62%-73.9pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $4,459 | $2,929+52.2% | $2,761+61.5% | $2,032+119.4% |
| Participant deferral / active EE | $4,293 | $2,974+44.3% | $3,330+28.9% | $3,224+33.2% |
| Admin fee / account holder | $245 | $59+312.0% | $3,601-93.2% | $110+121.7% |