Filed August 30, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HIGHLAND CONSULTING Service code 28 · EIN 34-1753575 | Investment Management | $66,047 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $46,812 |
SCHNEIDER DOWNS & CO., INC.6 years Service code 10 · EIN 25-1408703 | Accounting | $16,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,266 | $91,710+49.7% | $67,560+103.2% | $77,762+76.5% |
| Participation rate | 98.0% | 76.0%+22.0pp | 72.9%+25.1pp | 70.6%+27.4pp |
| Annual return | 10.99% | 14.88%-3.9pp | 3533.50%-3522.5pp | 31.27%-20.3pp |
| Employer contribution / active EE | $2,428 | $3,187-23.8% | $2,737-11.3% | $2,728-11.0% |
| Participant deferral / active EE | $4,724 | $3,911+20.8% | $4,004+18.0% | $4,651+1.6% |
| Admin fee / account holder | $103 | $245-58.0% | $3,994-97.4% | $433-76.3% |