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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $8,147 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $6,574 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,459 | $51,184+14.2% | $66,439-12.0% | $86,983-32.8% |
| Participation rate | 98.1% | 68.5%+29.6pp | 74.5%+23.6pp | 69.5%+28.6pp |
| Annual return | 10.53% | 17.07%-6.5pp | 757.66%-747.1pp | 25.83%-15.3pp |
| Employer contribution / active EE | $2,742 | $2,023+35.6% | $2,637+4.0% | $2,584+6.1% |
| Participant deferral / active EE | $6,552 | $2,927+123.8% | $3,876+69.0% | $4,194+56.2% |
| Admin fee / account holder | $105 | $4,154-97.5% | $6,173-98.3% | $7,856-98.7% |