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 |
|---|---|---|
TIAA5+ years Filed as: TIAA-TEACHERS INS AND ANNUITY ASSN Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $41,612 |
TRIAD ADVISORS INC1 year Filed as: TRIAD HYBRID SOLUTIONS, INC. Service code 26 · EIN 46-5391363 5155 PEACHTREE PKWY · NORCROSS, GA 300922526 | Advisory (Participants) | $20,485 |
Annual investment return 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 | $15,877 | $52,293-69.6% | $178,498-91.1% | $73,412-78.4% |
| Participation rate | 90.2% | 65.3%+24.8pp | 81.9%+8.2pp | 72.2%+18.0pp |
| Annual return | 5.30% | 34.75%-29.5pp | 151.09%-145.8pp | 59.30%-54.0pp |
| Employer contribution / active EE | $1,692 | $1,735-2.5% | $5,011-66.2% | $2,234-24.2% |
| Participant deferral / active EE | $1,414 | $2,332-39.4% | $5,202-72.8% | $3,806-62.8% |
| Admin fee / account holder | $71 | $127-44.6% | $13,985-99.5% | $158-55.3% |