Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $193,161 |
Filed as: HIGHLAND CONSULTING Service code 16 · EIN 34-1753575 | Consulting | $79,065 |
TRUST COMPANY OF THE SOUTH3 years Service code 28 · EIN 56-1312015 | Investment Management | $31,080 |
VERITY ASSET MANAGEMENT, INC.10+ years Service code 28 · EIN 56-1981693 | Investment Management | $6,728 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,774 | $113,568-6.0% | $67,561+58.0% | $199,921-46.6% |
| Participation rate | 99.1% | 73.3%+25.8pp | 72.9%+26.2pp | 72.0%+27.1pp |
| Annual return | 11.18% | 15.88%-4.7pp | 3525.44%-3514.3pp | 34.28%-23.1pp |
| Employer contribution / active EE | $5,218 | $3,409+53.1% | $2,735+90.8% | $3,035+71.9% |
| Participant deferral / active EE | $2,612 | $4,163-37.2% | $4,003-34.7% | $5,089-48.7% |
| Admin fee / account holder | $103 | $102+0.5% | $4,006-97.4% | $269-61.8% |