Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 16 · EIN 34-1753575 | Consulting | $105,913 |
VERITY ASSET MANAGEMENT, INC.4+ years Service code 28 · EIN 56-1981693 | Investment Management | $11,577 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $4,463 |
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 | $77,684 | $87,173-10.9% | $59,899+29.7% | $75,289+3.2% |
| Participation rate | 99.5% | 74.5%+25.0pp | 74.7%+24.8pp | 72.4%+27.0pp |
| Annual return | -4.07% | -2.14%-1.9pp | 3.46%-7.5pp | -0.04%-4.0pp |
| Employer contribution / active EE | $4,765 | $3,473+37.2% | $2,723+75.0% | $2,405+98.1% |
| Participant deferral / active EE | $2,400 | $3,379-29.0% | $3,403-29.5% | $3,739-35.8% |
| Admin fee / account holder | $47 | $75-37.4% | $3,592-98.7% | $102-54.3% |