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 |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INS AND ANNUITY ASSN Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $33,134 |
JACK FINZ2 years Filed as: JACK HEFFNER Service code 26 1610 EAST THIRD STREET · WILLIAMSPORT, PA 17701 | Advisory (Participants) | $13,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,618 | $37,196-55.3% | $154,114-89.2% | $55,725-70.2% |
| Participation rate | 58.2% | 64.1%-5.9pp | 83.0%-24.8pp | 70.9%-12.6pp |
| Annual return | 7.98% | 1319.68%-1311.7pp | 735.16%-727.2pp | 244.93%-237.0pp |
| Employer contribution / active EE | $1,021 | $1,614-36.8% | $5,298-80.7% | $2,078-50.9% |
| Participant deferral / active EE | $417 | $2,068-79.8% | $5,081-91.8% | $3,356-87.6% |
| Admin fee / account holder | $61 | $102-39.8% | $13,411-99.5% | $115-46.9% |