Retirement plan

MILLENNIUM ENTERPRISES, INC. RESTATED EMPLOYEE SAVINGS PLAN AND TRUST

Name: MILLENNIUM ENTERPRISES, INC. - MILLENNIUM ENTERPRISES, INC. RESTATED EMPLOYEE SAVINGS PLAN AND TRUST (2019) Form 5500
Creator: MILLENNIUM ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILLENNIUM ENTERPRISES, INC. RESTATED EMPLOYEE SAVINGS PLAN AND TRUST, MILLENNIUM ENTERPRISES, INC.

MILLENNIUM ENTERPRISES, INC.EIN 93-0633707Plan #001PY 2019

3158 E. BURNSIDE - PORTLAND, OR 97214503-231-8943

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$312K

No prior year

Total participants

No prior year

Average account balance

$5,998

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 2,039 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,039 peers

Snapshot2019

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$788K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$26K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.31%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2H2I2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2I
Stock bonus
Stock bonus plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$5,998

$58,523-89.8%

$99,475-94.0%

$72,975-91.8%

Participation rate

100.0%

64.6%+35.4pp

73.8%+26.2pp

69.5%+30.5pp

Annual return

0.00%

28.51%-28.5pp

30.72%-30.7pp

81.01%-81.0pp

Employer contribution / active EE

$1,512-100.0%

$2,540-100.0%

$2,440-100.0%

Participant deferral / active EE

$2,606-100.0%

$3,619-100.0%

$3,608-100.0%

Admin fee / account holder

$4,102-100.0%

$6,252-100.0%

$5,124-100.0%

MILLENNIUM ENTERPRISES, INC. RESTATED EMPLOYEE SAVINGS PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MILLENNIUM ENTERPRISES, INC. RESTATED EMPLOYEE SAVINGS PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion