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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $5,899 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,530 | $50,637-75.3% | $86,582-85.5% | $62,293-79.9% |
| Participation rate | 95.1% | 67.9%+27.2pp | 73.5%+21.6pp | 69.5%+25.6pp |
| Annual return | 13.92% | 20.80%-6.9pp | 965.08%-951.2pp | 28.90%-15.0pp |
| Employer contribution / active EE | $722 | $2,075-65.2% | $2,839-74.6% | $2,042-64.6% |
| Participant deferral / active EE | $981 | $2,611-62.4% | $3,609-72.8% | $3,169-69.0% |
| Admin fee / account holder | $19 | $413-95.3% | $4,904-99.6% | $479-96.0% |