Filed June 8, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES, INC. Service code 27 · EIN 54-2020086 | Advisory (Plan) | $72,798 |
TIAA5+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $48,049 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,405 | $95,542-1.2% | $69,464+35.9% | $67,579+39.7% |
| Participation rate | 83.7% | 79.4%+4.4pp | 74.6%+9.1pp | 71.3%+12.5pp |
| Annual return | 19.75% | 17.67%+2.1pp | 28.98%-9.2pp | 378.56%-358.8pp |
| Employer contribution / active EE | $3,378 | $2,989+13.0% | $2,779+21.5% | $2,148+57.3% |
| Participant deferral / active EE | $3,272 | $3,263+0.3% | $3,536-7.5% | $3,539-7.5% |
| Admin fee / account holder | $156 | $90+74.0% | $3,840-95.9% | $142+9.9% |