Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $3,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,108 | $47,766-41.2% | $82,744-66.0% | $64,819-56.6% |
| Participation rate | 32.6% | 67.7%-35.1pp | 72.6%-39.9pp | 71.5%-38.9pp |
| Annual return | -14.01% | -13.06%-1.0pp | 702.22%-716.2pp | 32.84%-46.9pp |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,008-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $871 | $3,332-73.9% | $4,395-80.2% | $4,311-79.8% |
| Admin fee / account holder | $33 | $143-77.0% | $5,325-99.4% | $188-82.5% |