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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $661 |
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 | $65,008 | $65,322-0.5% | $70,476-7.8% | $73,493-11.5% |
| Participation rate | 99.4% | 77.0%+22.4pp | 75.1%+24.3pp | 70.7%+28.7pp |
| Annual return | 6.21% | 15.71%-9.5pp | 109.12%-102.9pp | 28.51%-22.3pp |
| Employer contribution / active EE | $3,055 | $2,460+24.2% | $2,738+11.6% | $2,270+34.6% |
| Participant deferral / active EE | $2,774 | $3,375-17.8% | $3,710-25.2% | $3,740-25.8% |
| Admin fee / account holder | $2 | $214-99.1% | $3,847-99.9% | $513-99.6% |