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 |
|---|---|---|
Filed as: HEALTHCARE COMM. SECURITIES CORP. Service code 16 · EIN 14-1764768 | Consulting | $88,359 |
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $77,533 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,982 | $56,095+33.7% | $178,498-58.0% | $90,274-16.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 12.36% | 28.81%-16.5pp | 151.09%-138.7pp | 53.97%-41.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $3,759 | $2,669+40.9% | $5,202-27.7% | $4,231-11.1% |
| Admin fee / account holder | $68 | $101-32.5% | $13,985-99.5% | $114-40.4% |