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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $18,582 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,180 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $12,000 |
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 | $86,735 | $42,909+102.1% | $60,906+42.4% | $68,486+26.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.53% | -13.99%+2.5pp | 16.94%-28.5pp | -7.85%-3.7pp |
| Employer contribution / active EE | $3,143 | $1,979+58.9% | $2,703+16.3% | $2,597+21.0% |
| Participant deferral / active EE | $5,450 | $2,866+90.2% | $3,814+42.9% | $4,028+35.3% |
| Admin fee / account holder | $205 | $3,104-93.4% | $3,227-93.6% | $5,404-96.2% |