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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $17,764 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,077 | $93,617+13.3% | $135,982-22.0% | $75,177+41.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.28% | 30.89%-11.6pp | 68.32%-49.0pp | 160.75%-141.5pp |
| Employer contribution / active EE | $8,856 | $3,538+150.3% | $4,859+82.3% | $2,671+231.6% |
| Participant deferral / active EE | $8,208 | $6,406+28.1% | $7,760+5.8% | $4,126+98.9% |
| Admin fee / account holder | $66 | $6,980-99.0% | $10,767-99.4% | $5,651-98.8% |