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 Service code 15 · EIN 13-1624203 | Recordkeeping | $69,980 |
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 | $134,723 | $69,771+93.1% | $67,524+99.5% | $74,400+81.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.27% | -40.49%+52.8pp | 3519.41%-3507.1pp | 1367.51%-1355.2pp |
| Employer contribution / active EE | $8,942 | $2,710+229.9% | $2,734+227.1% | $2,624+240.7% |
| Participant deferral / active EE | $10,184 | $3,638+179.9% | $4,001+154.5% | $4,348+134.2% |
| Admin fee / account holder | $180 | $889-79.7% | $4,001-95.5% | $1,944-90.7% |