Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 16 · EIN 34-1753575 | Consulting | $99,941 |
VERITY ASSET MANAGEMENT, INC.3+ years Service code 28 · EIN 56-1981693 | Investment Management | $12,360 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $1 |
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 | $83,662 | $92,091-9.2% | $62,995+32.8% | $77,958+7.3% |
| Participation rate | 98.9% | 74.5%+24.4pp | 74.8%+24.1pp | 71.6%+27.2pp |
| Annual return | 14.15% | 16.23%-2.1pp | 87.57%-73.4pp | 20.87%-6.7pp |
| Employer contribution / active EE | $4,717 | $3,424+37.7% | $2,759+71.0% | $2,310+104.1% |
| Participant deferral / active EE | $2,372 | $3,361-29.4% | $3,329-28.8% | $3,537-32.9% |
| Admin fee / account holder | $45 | $48-5.4% | $3,600-98.7% | $97-53.4% |