Filed June 3, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $54,154 |
Filed as: VERITY ASSET MANAGEMENT Service code 15 · EIN 56-1981693 | Recordkeeping | $8,647 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,983 | $91,692+16.7% | $67,561+58.4% | $77,714+37.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 12.67% | 14.88%-2.2pp | 3525.44%-3512.8pp | 31.26%-18.6pp |
| Employer contribution / active EE | $2,872 | $3,188-9.9% | $2,735+5.0% | $2,727+5.3% |
| Participant deferral / active EE | $4,119 | $3,912+5.3% | $4,003+2.9% | $4,649-11.4% |
| Admin fee / account holder | $63 | $245-74.3% | $4,006-98.4% | $433-85.5% |