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 |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,241 |
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 | $36,339 | $47,977-24.3% | $154,114-76.4% | $56,287-35.4% |
| Participation rate | 93.0% | 66.2%+26.8pp | 83.0%+10.0pp | 69.9%+23.1pp |
| Annual return | -3.35% | 3.54%-6.9pp | 735.16%-738.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,091 | $2,169-3.6% | $5,298-60.5% | $2,111-1.0% |
| Participant deferral / active EE | $3,401 | $2,392+42.2% | $5,081-33.1% | $3,350+1.5% |
| Admin fee / account holder | $9 | $438-98.0% | $13,411-99.9% | $521-98.4% |