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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $18,534 |
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 | $118,138 | $99,957+18.2% | $149,730-21.1% | $73,493+60.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 13.83% | 53.87%-40.0pp | 276.70%-262.9pp | 28.51%-14.7pp |
| Employer contribution / active EE | $4,930 | $3,191+54.5% | $4,645+6.1% | $2,270+117.2% |
| Participant deferral / active EE | $4,233 | $6,073-30.3% | $6,843-38.1% | $3,740+13.2% |
| Admin fee / account holder | $28 | $551-94.9% | $9,310-99.7% | $513-94.5% |