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 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $5,485 |
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 | $12,015 | $44,873-73.2% | $79,467-84.9% | $56,289-78.7% |
| Participation rate | 95.1% | 68.7%+26.4pp | 73.3%+21.8pp | 69.9%+25.3pp |
| Annual return | -3.91% | 0.81%-4.7pp | 718.30%-722.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $718 | $2,140-66.4% | $2,800-74.4% | $2,111-66.0% |
| Participant deferral / active EE | $1,023 | $2,746-62.8% | $3,704-72.4% | $3,350-69.5% |
| Admin fee / account holder | $17 | $418-95.9% | $5,104-99.7% | $521-96.7% |