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 |
|---|---|---|
TIAA4+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $164 |
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 | $83,341 | $55,002+51.5% | $59,899+39.1% | $56,289+48.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -3.72% | 1.13%-4.9pp | 3.46%-7.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $3,040 | $2,448+24.2% | $2,723+11.6% | $2,111+44.0% |
| Participant deferral / active EE | $4,151 | $3,121+33.0% | $3,402+22.0% | $3,350+23.9% |
| Admin fee / account holder | $0 | $236-99.8% | $3,592-100.0% | $521-99.9% |