Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 28 · EIN 34-1753575 | Investment Management | $80,872 |
VERITY ASSET MANAGEMENT, INC.5+ years Service code 28 DIAMOND VIEW II280 S MANGUM ST STE · DURHAM, NC 277013683 | Investment Management | $9,536 |
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $2,144 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,653 | $204,517-56.2% | $69,480+29.0% | $77,775+15.3% |
| Participation rate | 99.2% | 74.6%+24.6pp | 74.6%+24.6pp | 73.2%+26.0pp |
| Annual return | 17.22% | 22.10%-4.9pp | 28.99%-11.8pp | 32.58%-15.4pp |
| Employer contribution / active EE | $4,918 | $3,548+38.6% | $2,780+76.9% | $2,504+96.4% |
| Participant deferral / active EE | $2,476 | $3,478-28.8% | $3,537-30.0% | $3,966-37.6% |
| Admin fee / account holder | $39 | $101-61.5% | $3,840-99.0% | $100-61.3% |