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 | $91,680-24.3% | $67,524+2.7% | $77,692-10.7% |
| Participation rate | 94.1% | 76.0%+18.1pp | 72.9%+21.2pp | 70.6%+23.5pp |
| Annual return | 13.55% | 14.87%-1.3pp | 3519.41%-3505.9pp | 31.25%-17.7pp |
| Employer contribution / active EE | $0 | $3,186-100.0% | $2,734-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,072 | $3,909+29.8% | $4,001+26.7% | $4,648+9.1% |
| Admin fee / account holder | $72 | $176-59.2% | $4,001-98.2% | $431-83.3% |