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 |
|---|---|---|
Service code 28 · EIN 45-3943005 | Investment Management | $99,385 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $52 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $124,980 | $112,772+10.8% | $57,347+117.9% | $59,188+111.2% |
| Participation rate | 49.1% | 71.3%-22.2pp | 75.1%-26.0pp | 69.4%-20.3pp |
| Annual return | 2.54% | 0.85%+1.7pp | 24.40%-21.9pp | 5.51%-3.0pp |
| Employer contribution / active EE | $1,818 | $3,400-46.5% | $2,689-32.4% | $2,098-13.4% |
| Participant deferral / active EE | $2,671 | $3,010-11.3% | $3,162-15.5% | $3,265-18.2% |
| Admin fee / account holder | $67 | $144-53.7% | $3,356-98.0% | $92-27.7% |