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 |
|---|---|---|
TIAA3 years Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $450 |
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 | $168,967 | $48,314+249.7% | $67,561+150.1% | $80,925+108.8% |
| Participation rate | 96.2% | 66.4%+29.8pp | 72.9%+23.3pp | 67.7%+28.5pp |
| Annual return | 13.80% | 18.28%-4.5pp | 3525.44%-3511.6pp | 35.65%-21.8pp |
| Employer contribution / active EE | $3,821 | $2,022+89.0% | $2,735+39.7% | $2,756+38.6% |
| Participant deferral / active EE | $9,182 | $2,927+213.8% | $4,003+129.4% | $4,299+113.6% |
| Admin fee / account holder | $1 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |