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 | $6,685 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $549 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,797 | $94,836-26.4% | $75,728-7.8% | $86,828-19.6% |
| Participation rate | 93.6% | 79.1%+14.4pp | 74.8%+18.7pp | 72.3%+21.3pp |
| Annual return | 14.00% | 16.90%-2.9pp | 104.66%-90.7pp | 97.95%-84.0pp |
| Employer contribution / active EE | $0 | $2,908-100.0% | $2,743-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $4,994 | $3,632+37.5% | $3,820+30.7% | $4,132+20.9% |
| Admin fee / account holder | $7 | $108-93.8% | $3,620-99.8% | $170-96.0% |