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 15 · EIN 13-1624203 | Recordkeeping | $59,393 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,006 | $91,695-12.7% | $67,575+18.4% | $77,736+2.9% |
| Participation rate | 96.2% | 76.0%+20.2pp | 72.9%+23.3pp | 70.6%+25.6pp |
| Annual return | 10.58% | 14.88%-4.3pp | 3528.98%-3518.4pp | 31.26%-20.7pp |
| Employer contribution / active EE | $2,987 | $3,189-6.3% | $2,736+9.2% | $2,728+9.5% |
| Participant deferral / active EE | $3,673 | $3,912-6.1% | $4,003-8.2% | $4,651-21.0% |
| Admin fee / account holder | $40 | $245-83.9% | $3,993-99.0% | $433-90.9% |