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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,291 |
TIAA3 years Filed as: CREF-TIAA-INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 13-3586142 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,553 | $122,219+111.5% | $147,096+75.8% | $199,921+29.3% |
| Participation rate | 63.0% | 78.3%-15.3pp | 82.2%-19.2pp | 72.0%-9.0pp |
| Annual return | 12.29% | 30.59%-18.3pp | 419.75%-407.5pp | 34.28%-22.0pp |
| Employer contribution / active EE | $0 | $4,096-100.0% | $4,936-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $9,542 | $8,503+12.2% | $8,071+18.2% | $5,089+87.5% |
| Admin fee / account holder | $21 | $179-88.2% | $13,005-99.8% | $269-92.2% |