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 AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $40,378 |
NFP RETIREMENT INC1 year Service code 13 · EIN 46-4782313 | Contract Administrator | $35,904 |
RSM US LLP1 year Service code 13 · EIN 42-0714325 | Contract Administrator | $13,492 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $202,096 | $65,582+208.2% | $64,101+215.3% | $71,511+182.6% |
| Participation rate | 99.4% | 73.2%+26.2pp | 72.3%+27.1pp | 67.9%+31.5pp |
| Annual return | 15.02% | 18.96%-3.9pp | 33.72%-18.7pp | 28.86%-13.8pp |
| Employer contribution / active EE | $11,300 | $2,671+323.1% | $2,749+311.1% | $2,589+336.4% |
| Participant deferral / active EE | $9,867 | $3,628+172.0% | $3,881+154.3% | $4,291+130.0% |
| Admin fee / account holder | $305 | $616-50.5% | $3,070-90.1% | $1,588-80.8% |