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 64 · EIN 13-1624203 | Recordkeeping Fees | $25 |
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 | $43,774 | $48,011-8.8% | $63,803-31.4% | $82,637-47.0% |
| Participation rate | 95.7% | 66.6%+29.2pp | 72.7%+23.0pp | 68.1%+27.7pp |
| Annual return | 14.54% | 19.84%-5.3pp | 543.72%-529.2pp | 53.51%-39.0pp |
| Employer contribution / active EE | $4,023 | $1,904+111.4% | $2,532+58.9% | $2,552+57.6% |
| Participant deferral / active EE | $3,502 | $2,846+23.0% | $3,843-8.9% | $4,126-15.1% |
| Admin fee / account holder | $0 | $3,873-100.0% | $5,196-100.0% | $7,339-100.0% |