Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 28 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Investment Management | $13,953 |
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 | $47,256 | $67,166-29.6% | $57,357-17.6% | $55,191-14.4% |
| Participation rate | 94.4% | 77.7%+16.7pp | 75.1%+19.3pp | 69.2%+25.2pp |
| Annual return | 2.70% | 4.22%-1.5pp | 24.41%-21.7pp | 10.78%-8.1pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,091 | $2,835+44.3% | $3,162+29.4% | $3,046+34.3% |
| Admin fee / account holder | $17 | $44-61.9% | $3,357-99.5% | $91-81.7% |