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 |
|---|---|---|
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $25,025 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,844 | $46,464+24.5% | $150,298-61.5% | $79,634-27.4% |
| Participation rate | 70.4% | 57.0%+13.5pp | 77.8%-7.3pp | 62.5%+7.9pp |
| Annual return | 10.32% | 27.89%-17.6pp | 62.79%-52.5pp | 36.46%-26.1pp |
| Employer contribution / active EE | $1,366 | $1,512-9.6% | $4,154-67.1% | $2,529-46.0% |
| Participant deferral / active EE | $3,390 | $2,157+57.2% | $5,453-37.8% | $3,835-11.6% |
| Admin fee / account holder | $70 | $891-92.1% | $14,116-99.5% | $1,002-93.0% |