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 | $30,000 |
TRUST COMPANY OF THE SOUTH2 years Service code 28 · EIN 56-1312015 | Investment Management | $13,269 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,061 |
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 | $65,179 | $83,884-22.3% | $64,110+1.7% | $74,478-12.5% |
| Participation rate | 94.4% | 76.6%+17.7pp | 72.3%+22.0pp | 70.7%+23.6pp |
| Annual return | 15.42% | 16.57%-1.1pp | 33.75%-18.3pp | 34.37%-18.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,751-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,890 | $3,692+32.5% | $3,883+26.0% | $4,530+8.0% |
| Admin fee / account holder | $45 | $196-77.2% | $3,071-98.5% | $347-87.1% |