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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $18,046 |
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 | $124,943 | $77,472+61.3% | $100,392+24.5% | $80,935+54.4% |
| Participation rate | 95.5% | 76.9%+18.5pp | 81.5%+13.9pp | 67.7%+27.8pp |
| Annual return | 23.71% | 37.26%-13.5pp | 49.45%-25.7pp | 35.66%-11.9pp |
| Employer contribution / active EE | $4,666 | $2,800+66.6% | $3,941+18.4% | $2,757+69.2% |
| Participant deferral / active EE | $10,996 | $6,818+61.3% | $8,090+35.9% | $4,299+155.7% |
| Admin fee / account holder | $120 | $5,885-98.0% | $7,904-98.5% | $6,924-98.3% |