Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ELON UNIVERSITY2 years Service code 28 · EIN 56-0532303 | Investment Management | $116,914 |
Filed as: HIGHLAND CONSULTING Service code 16 · EIN 34-1753575 | Consulting | $25,361 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $23,630 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,739 |
VERITY ASSET MANAGEMENT, INC.7+ years Service code 28 · EIN 56-1981693 | Investment Management | $6,761 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,907 | $120,057-8.5% | $75,728+45.1% | $93,010+18.2% |
| Participation rate | 98.2% | 77.3%+20.9pp | 74.8%+23.4pp | 73.9%+24.3pp |
| Annual return | 13.02% | 19.62%-6.6pp | 104.66%-91.6pp | 158.70%-145.7pp |
| Employer contribution / active EE | $5,049 | $3,253+55.2% | $2,743+84.0% | $2,705+86.6% |
| Participant deferral / active EE | $2,531 | $4,089-38.1% | $3,820-33.7% | $4,561-44.5% |
| Admin fee / account holder | $66 | $81-18.8% | $3,620-98.2% | $152-56.4% |