Filed June 3, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $61,926 |
Filed as: VERITY ASSET MANAGEMENT Service code 15 · EIN 56-1981693 | Recordkeeping | $10,770 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,382 | $96,018+25.4% | $65,493+83.8% | $85,563+40.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 73.1%+26.9pp | 66.0%+34.0pp |
| Annual return | 13.70% | 14.51%-0.8pp | 982.45%-968.7pp | 31.51%-17.8pp |
| Employer contribution / active EE | $3,080 | $3,235-4.8% | $2,574+19.7% | $2,654+16.1% |
| Participant deferral / active EE | $4,426 | $4,055+9.2% | $3,961+11.7% | $4,375+1.2% |
| Admin fee / account holder | $83 | $271-69.4% | $5,028-98.4% | $834-90.1% |