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) | $155,416 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $33,047 |
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 | $79,761 | $70,083+13.8% | $59,887+33.2% | $55,725+43.1% |
| Participation rate | 98.5% | 78.4%+20.1pp | 74.7%+23.8pp | 70.9%+27.6pp |
| Annual return | -3.40% | 3.13%-6.5pp | 3.46%-6.9pp | 244.93%-248.3pp |
| Employer contribution / active EE | $3,906 | $2,878+35.7% | $2,722+43.5% | $2,078+87.9% |
| Participant deferral / active EE | $3,860 | $3,079+25.4% | $3,402+13.4% | $3,356+15.0% |
| Admin fee / account holder | $238 | $70+237.8% | $3,591-93.4% | $115+106.2% |