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 & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $14,489 |
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 | $75,234 | $50,637+48.6% | $86,582-13.1% | $62,293+20.8% |
| Participation rate | 95.4% | 67.9%+27.5pp | 73.5%+21.8pp | 69.5%+25.8pp |
| Annual return | 15.68% | 20.80%-5.1pp | 965.08%-949.4pp | 28.90%-13.2pp |
| Employer contribution / active EE | $3,425 | $2,075+65.1% | $2,839+20.6% | $2,042+67.7% |
| Participant deferral / active EE | $3,057 | $2,611+17.1% | $3,609-15.3% | $3,169-3.5% |
| Admin fee / account holder | $57 | $413-86.1% | $4,904-98.8% | $479-88.0% |