Filed May 5, 2023
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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,569 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $216,656 | $94,836+128.5% | $75,728+186.1% | $86,828+149.5% |
| Participation rate | 97.1% | 79.1%+18.0pp | 74.8%+22.3pp | 72.3%+24.8pp |
| Annual return | 16.16% | 16.90%-0.7pp | 104.66%-88.5pp | 97.95%-81.8pp |
| Employer contribution / active EE | $7,969 | $2,908+174.1% | $2,743+190.5% | $2,406+231.2% |
| Participant deferral / active EE | $7,685 | $3,632+111.6% | $3,820+101.2% | $4,132+86.0% |
| Admin fee / account holder | $825 | $108+661.1% | $3,620-77.2% | $170+386.4% |