Filed July 22, 2021
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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,124 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,731 | $91,710-41.4% | $67,560-20.5% | $77,762-30.9% |
| Participation rate | 83.4% | 76.0%+7.4pp | 72.9%+10.5pp | 70.6%+12.9pp |
| Annual return | 12.36% | 14.88%-2.5pp | 3533.50%-3521.1pp | 31.27%-18.9pp |
| Employer contribution / active EE | $472 | $3,187-85.2% | $2,737-82.8% | $2,728-82.7% |
| Participant deferral / active EE | $1,883 | $3,911-51.8% | $4,004-53.0% | $4,651-59.5% |
| Admin fee / account holder | $13 | $245-94.6% | $3,994-99.7% | $433-96.9% |