Filed January 22, 2025 (most recent of 2 filings on file)
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 | $675 |
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 | $123,802 | $60,989+103.0% | $60,906+103.3% | $66,938+84.9% |
| Participation rate | 95.9% | 74.5%+21.5pp | 73.1%+22.8pp | 69.8%+26.1pp |
| Annual return | -12.47% | -9.60%-2.9pp | 16.94%-29.4pp | 1.58%-14.0pp |
| Employer contribution / active EE | $7,351 | $2,661+176.3% | $2,703+172.0% | $2,545+188.8% |
| Participant deferral / active EE | $6,977 | $3,615+93.0% | $3,814+82.9% | $4,238+64.6% |
| Admin fee / account holder | $1 | $338-99.7% | $3,227-100.0% | $594-99.9% |