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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $11,263 |
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 | $15,413 | $66,124-76.7% | $90,461-83.0% | $73,497-79.0% |
| Participation rate | 95.3% | 69.7%+25.6pp | 72.7%+22.6pp | 70.7%+24.6pp |
| Annual return | 12.01% | 17.65%-5.6pp | 1294.76%-1282.8pp | 28.51%-16.5pp |
| Employer contribution / active EE | $878 | $2,346-62.6% | $3,264-73.1% | $2,270-61.3% |
| Participant deferral / active EE | $1,349 | $3,039-55.6% | $3,964-66.0% | $3,740-63.9% |
| Admin fee / account holder | $35 | $396-91.3% | $5,617-99.4% | $513-93.3% |