Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HIGHLAND CONSULTING Service code 16 · EIN 34-1753575 | Consulting | $75,000 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $57,910 |
TRUST COMPANY OF THE SOUTH2 years Service code 28 · EIN 56-1312015 | Investment Management | $29,051 |
VERITY ASSET MANAGEMENT, INC.9+ years Service code 28 · EIN 56-1981693 | Investment Management | $5,816 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,912 | $105,179-4.1% | $64,110+57.4% | $80,187+25.8% |
| Participation rate | 99.4% | 73.5%+25.9pp | 72.3%+27.0pp | 72.9%+26.4pp |
| Annual return | 13.85% | 20.34%-6.5pp | 33.75%-19.9pp | 40.40%-26.5pp |
| Employer contribution / active EE | $5,001 | $3,311+51.1% | $2,751+81.8% | $2,980+67.8% |
| Participant deferral / active EE | $2,507 | $4,020-37.6% | $3,883-35.4% | $5,016-50.0% |
| Admin fee / account holder | $57 | $113-49.4% | $3,071-98.1% | $145-60.5% |