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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8,166 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,722 | $48,314+102.3% | $67,561+44.6% | $80,925+20.8% |
| Participation rate | 66.0% | 66.4%-0.4pp | 72.9%-6.9pp | 67.7%-1.7pp |
| Annual return | 13.14% | 18.28%-5.1pp | 3525.44%-3512.3pp | 35.65%-22.5pp |
| Employer contribution / active EE | $2,846 | $2,022+40.8% | $2,735+4.1% | $2,756+3.3% |
| Participant deferral / active EE | $3,916 | $2,927+33.8% | $4,003-2.2% | $4,299-8.9% |
| Admin fee / account holder | $48 | $3,690-98.7% | $4,006-98.8% | $6,940-99.3% |