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 Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $22,402 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,519 | $65,322+9.5% | $70,476+1.5% | $73,493-2.7% |
| Participation rate | 92.7% | 77.0%+15.8pp | 75.1%+17.7pp | 70.7%+22.1pp |
| Annual return | 8.07% | 15.71%-7.6pp | 109.12%-101.0pp | 28.51%-20.4pp |
| Employer contribution / active EE | $2,930 | $2,460+19.1% | $2,738+7.0% | $2,270+29.1% |
| Participant deferral / active EE | $5,857 | $3,375+73.6% | $3,710+57.9% | $3,740+56.6% |
| Admin fee / account holder | $135 | $214-37.0% | $3,847-96.5% | $513-73.7% |