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 | $29,324 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $10,388 |
Service code 28 · EIN 56-1312015 | Investment Management | $6,439 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,485 |
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 | $60,125 | $79,151-24.0% | $60,919-1.3% | $64,829-7.3% |
| Participation rate | 93.5% | 77.7%+15.8pp | 73.1%+20.4pp | 71.5%+22.0pp |
| Annual return | -9.05% | -7.12%-1.9pp | 16.98%-26.0pp | 32.85%-41.9pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,704-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,944 | $3,727+32.7% | $3,814+29.6% | $4,312+14.7% |
| Admin fee / account holder | $40 | $106-62.1% | $3,226-98.8% | $188-78.7% |