Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $54,656 |
Filed as: HIGHLAND CONSULTING Service code 16 · EIN 34-1753575 | Consulting | $23,719 |
TRUST COMPANY OF THE SOUTH3 years Service code 28 · EIN 56-1312015 | Investment Management | $14,087 |
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 | $69,358 | $91,710-24.4% | $67,560+2.7% | $77,762-10.8% |
| Participation rate | 94.1% | 76.0%+18.1pp | 72.9%+21.2pp | 70.6%+23.5pp |
| Annual return | 13.55% | 14.88%-1.3pp | 3533.50%-3519.9pp | 31.27%-17.7pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,072 | $3,911+29.7% | $4,004+26.7% | $4,651+9.0% |
| Admin fee / account holder | $72 | $245-70.7% | $3,994-98.2% | $433-83.4% |