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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $3,869 |
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 | $103,111 | $89,367+15.4% | $141,191-27.0% | $72,975+41.3% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.5%+16.2pp | 69.5%+29.2pp |
| Annual return | 60.97% | 111.87%-50.9pp | 71.41%-10.4pp | 81.01%-20.0pp |
| Employer contribution / active EE | $5,396 | $3,115+73.2% | $4,736+13.9% | $2,440+121.1% |
| Participant deferral / active EE | $6,351 | $5,419+17.2% | $6,710-5.4% | $3,608+76.0% |
| Admin fee / account holder | $24 | $5,957-99.6% | $10,264-99.8% | $5,124-99.5% |