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 Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $68,155 |
Filed as: MCCANNON, ROGERS, DRISCOLL & ASSOC. Service code 27 · EIN 56-1056216 | Advisory (Plan) | $11,750 |
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 | $84,847 | $91,692-7.5% | $67,561+25.6% | $77,714+9.2% |
| Participation rate | 94.8% | 76.0%+18.7pp | 72.9%+21.9pp | 70.6%+24.2pp |
| Annual return | 12.40% | 14.88%-2.5pp | 3525.44%-3513.0pp | 31.26%-18.9pp |
| Employer contribution / active EE | $2,953 | $3,188-7.4% | $2,735+8.0% | $2,727+8.3% |
| Participant deferral / active EE | $3,142 | $3,912-19.7% | $4,003-21.5% | $4,649-32.4% |
| Admin fee / account holder | $90 | $245-63.3% | $4,006-97.8% | $433-79.3% |