Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $3,705 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,328 | $53,837-17.7% | $75,717-41.5% | $85,856-48.4% |
| Participation rate | 96.9% | 69.1%+27.8pp | 74.8%+22.0pp | 69.3%+27.6pp |
| Annual return | 25.46% | 24.54%+0.9pp | 104.58%-79.1pp | 318.58%-293.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,345 | $2,895+50.1% | $3,821+13.7% | $3,952+9.9% |
| Admin fee / account holder | $30 | $3,341-99.1% | $3,619-99.2% | $6,261-99.5% |