Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $731 |
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 | $21,623 | $57,976-62.7% | $63,018-65.7% | $62,293-65.3% |
| Participation rate | 99.0% | 75.9%+23.1pp | 74.8%+24.2pp | 69.5%+29.5pp |
| Annual return | 17.85% | 17.54%+0.3pp | 87.62%-69.8pp | 28.90%-11.0pp |
| Employer contribution / active EE | $3,603 | $2,415+49.2% | $2,761+30.5% | $2,042+76.4% |
| Participant deferral / active EE | $3,153 | $2,956+6.7% | $3,330-5.3% | $3,169-0.5% |
| Admin fee / account holder | $6 | $276-97.9% | $3,601-99.8% | $479-98.8% |