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 | Recordkeeping Fees | $3,573 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,398 | $51,184+10.2% | $66,439-15.1% | $86,983-35.2% |
| Participation rate | 98.9% | 68.5%+30.4pp | 74.5%+24.4pp | 69.5%+29.3pp |
| Annual return | 9.97% | 17.07%-7.1pp | 757.66%-747.7pp | 25.83%-15.9pp |
| Employer contribution / active EE | $2,782 | $2,023+37.5% | $2,637+5.5% | $2,584+7.7% |
| Participant deferral / active EE | $2,632 | $2,927-10.1% | $3,876-32.1% | $4,194-37.3% |
| Admin fee / account holder | $11 | $4,154-99.7% | $6,173-99.8% | $7,856-99.9% |