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 |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $153,488 |
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 | $165,167 | $204,517-19.2% | $69,480+137.7% | $77,775+112.4% |
| Participation rate | 97.7% | 74.6%+23.1pp | 74.6%+23.1pp | 73.2%+24.5pp |
| Annual return | 19.12% | 22.10%-3.0pp | 28.99%-9.9pp | 32.58%-13.5pp |
| Employer contribution / active EE | $4,551 | $3,548+28.3% | $2,780+63.7% | $2,504+81.8% |
| Participant deferral / active EE | $3,496 | $3,478+0.5% | $3,537-1.2% | $3,966-11.9% |
| Admin fee / account holder | $80 | $101-20.3% | $3,840-97.9% | $100-19.9% |