Filed April 3, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 14 · EIN 13-1624203 | Plan Administrator | $42,427 |
Filed as: FIDELITY INVESTMENTS INTLT OPS CO. Service code 28 · EIN 04-2647786 | Investment Management | $1,328 |
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 | $65,657 | $45,382+44.7% | $154,110-57.4% | $75,289-12.8% |
| Participation rate | 94.6% | 65.9%+28.7pp | 83.0%+11.6pp | 72.4%+22.2pp |
| Annual return | 9.74% | -0.47%+10.2pp | 735.22%-725.5pp | -0.04%+9.8pp |
| Employer contribution / active EE | $6,712 | $1,533+337.9% | $5,298+26.7% | $2,405+179.1% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $11 | $89-88.2% | $13,412-99.9% | $102-89.7% |