Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $11,134 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,618 | $55,002+52.0% | $59,899+39.6% | $56,289+48.6% |
| Participation rate | 99.1% | 75.9%+23.2pp | 74.7%+24.5pp | 69.9%+29.3pp |
| Annual return | 9.17% | 1.13%+8.0pp | 3.46%+5.7pp | -9.96%+19.1pp |
| Employer contribution / active EE | $2,144 | $2,448-12.4% | $2,723-21.2% | $2,111+1.6% |
| Participant deferral / active EE | $3,556 | $3,121+13.9% | $3,402+4.5% | $3,350+6.2% |
| Admin fee / account holder | $46 | $236-80.6% | $3,592-98.7% | $521-91.2% |