Filed June 3, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $45,053 |
Filed as: VERITY ASSET MANAGEMENT Service code 15 · EIN 56-1981693 | Recordkeeping | $6,390 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1625348 | Contract Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,518 | $94,833+8.1% | $75,717+35.4% | $86,813+18.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 12.88% | 16.91%-4.0pp | 104.58%-91.7pp | 97.93%-85.0pp |
| Employer contribution / active EE | $2,895 | $2,904-0.3% | $2,743+5.5% | $2,406+20.3% |
| Participant deferral / active EE | $4,318 | $3,632+18.9% | $3,821+13.0% | $4,131+4.5% |
| Admin fee / account holder | $40 | $109-63.4% | $3,619-98.9% | $170-76.5% |