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 |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $36,457 |
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 | $154,119 | $69,745+121.0% | $67,511+128.3% | $74,546+106.7% |
| Participation rate | 62.8% | 71.3%-8.5pp | 72.9%-10.1pp | 67.2%-4.4pp |
| Annual return | 12.30% | -40.37%+52.7pp | 3517.41%-3505.1pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $4,387 | $2,705+62.2% | $2,733+60.6% | $2,624+67.2% |
| Participant deferral / active EE | $5,068 | $3,636+39.4% | $4,000+26.7% | $4,347+16.6% |
| Admin fee / account holder | $104 | $894-88.3% | $3,999-97.4% | $1,944-94.6% |