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 |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $180 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,118 | $43,333-28.2% | $59,883-48.0% | $64,181-51.5% |
| Participation rate | 96.5% | 69.2%+27.3pp | 74.7%+21.8pp | 69.6%+26.9pp |
| Annual return | 10.99% | -1.55%+12.5pp | 3.46%+7.5pp | 7.63%+3.4pp |
| Employer contribution / active EE | $870 | $2,029-57.1% | $2,722-68.0% | $2,381-63.5% |
| Participant deferral / active EE | $1,445 | $2,547-43.3% | $3,402-57.5% | $3,470-58.4% |
| Admin fee / account holder | $2 | $3,006-99.9% | $3,591-100.0% | $4,887-100.0% |