Filed June 3, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $45,421 |
Filed as: VERITY ASSET MANAGEMENT Service code 15 · EIN 56-1981693 | Recordkeeping | $12,998 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,352 | $83,884+11.3% | $64,101+45.6% | $74,460+25.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 14.90% | 16.57%-1.7pp | 33.72%-18.8pp | 34.38%-19.5pp |
| Employer contribution / active EE | $2,917 | $3,084-5.4% | $2,749+6.1% | $2,638+10.6% |
| Participant deferral / active EE | $4,313 | $3,692+16.8% | $3,881+11.1% | $4,530-4.8% |
| Admin fee / account holder | $61 | $196-68.7% | $3,070-98.0% | $348-82.4% |