Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VERITY ASSET MANAGEMENT, INC.2+ years Service code 28 · EIN 56-1981693 | Investment Management | $11,257 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $173 |
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 | $76,133 | $85,199-10.6% | $57,196+33.1% | $63,975+19.0% |
| Participation rate | 99.4% | 74.0%+25.3pp | 75.3%+24.0pp | 71.1%+28.2pp |
| Annual return | 7.54% | 10.43%-2.9pp | 14.59%-7.1pp | 48.65%-41.1pp |
| Employer contribution / active EE | $4,709 | $3,446+36.7% | $2,683+75.5% | $2,182+115.9% |
| Participant deferral / active EE | $2,352 | $3,109-24.3% | $3,096-24.0% | $3,356-29.9% |
| Admin fee / account holder | $5 | $39-87.6% | $3,141-99.8% | $70-93.2% |