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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,730 |
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 | $55,794 | $70,083-20.4% | $59,887-6.8% | $55,725+0.1% |
| Participation rate | 81.8% | 78.4%+3.5pp | 74.7%+7.1pp | 70.9%+11.0pp |
| Annual return | 8.88% | 3.13%+5.8pp | 3.46%+5.4pp | 244.93%-236.1pp |
| Employer contribution / active EE | $2,975 | $2,878+3.4% | $2,722+9.3% | $2,078+43.2% |
| Participant deferral / active EE | $3,792 | $3,079+23.2% | $3,402+11.4% | $3,356+13.0% |
| Admin fee / account holder | $31 | $70-55.6% | $3,591-99.1% | $115-72.9% |