Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 28 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Investment Management | $57,868 |
VERITY ASSET MANAGEMENT, INC.1+ years Service code 26 · EIN 56-1981693 | Advisory (Participants) | $12,501 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,347 | $112,772-35.8% | $57,343+26.2% | $59,188+22.2% |
| Participation rate | 99.6% | 71.3%+28.2pp | 75.1%+24.5pp | 69.4%+30.1pp |
| Annual return | 1.27% | 0.85%+0.4pp | 24.39%-23.1pp | 5.51%-4.2pp |
| Employer contribution / active EE | $4,611 | $3,400+35.6% | $2,689+71.5% | $2,098+119.8% |
| Participant deferral / active EE | $2,300 | $3,010-23.6% | $3,162-27.3% | $3,265-29.6% |
| Admin fee / account holder | $31 | $144-78.7% | $3,356-99.1% | $92-66.7% |