Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $4,599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,101 | $55,002-52.5% | $59,899-56.4% | $56,289-53.6% |
| Participation rate | 59.7% | 75.9%-16.2pp | 74.7%-15.0pp | 69.9%-10.1pp |
| Annual return | 9.83% | 1.13%+8.7pp | 3.46%+6.4pp | -9.96%+19.8pp |
| Employer contribution / active EE | $836 | $2,448-65.9% | $2,723-69.3% | $2,111-60.4% |
| Participant deferral / active EE | $971 | $3,121-68.9% | $3,402-71.5% | $3,350-71.0% |
| Admin fee / account holder | $34 | $236-85.4% | $3,592-99.0% | $521-93.4% |