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 |
|---|---|---|
TIAA10+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $54,243 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 13 · EIN 04-3638035 | Contract Administrator | $11,522 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,593 | $69,745+169.0% | $67,511+177.9% | $74,546+151.6% |
| Participation rate | 97.8% | 71.3%+26.5pp | 72.9%+25.0pp | 67.2%+30.6pp |
| Annual return | 12.21% | -40.37%+52.6pp | 3517.41%-3505.2pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $8,640 | $2,705+219.4% | $2,733+216.2% | $2,624+229.2% |
| Participant deferral / active EE | $9,610 | $3,636+164.3% | $4,000+140.2% | $4,347+121.0% |
| Admin fee / account holder | $209 | $894-76.6% | $3,999-94.8% | $1,944-89.2% |