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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $37,355 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 17 · EIN 81-3968784 | Pension Consulting | $13,133 |
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 | $92,916 | $79,151+17.4% | $60,906+52.6% | $64,819+43.3% |
| Participation rate | 89.9% | 77.7%+12.2pp | 73.1%+16.8pp | 71.5%+18.4pp |
| Annual return | -7.81% | -7.12%-0.7pp | 16.94%-24.7pp | 32.84%-40.7pp |
| Employer contribution / active EE | $3,420 | $3,052+12.0% | $2,703+26.5% | $2,507+36.4% |
| Participant deferral / active EE | $2,622 | $3,727-29.7% | $3,814-31.3% | $4,311-39.2% |
| Admin fee / account holder | $30 | $106-72.1% | $3,227-99.1% | $188-84.3% |