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 Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $150 |
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 | $30,029 | $46,599-35.6% | $64,101-53.2% | $75,173-60.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.82% | 26.06%-6.2pp | 33.72%-13.9pp | 160.72%-140.9pp |
| Employer contribution / active EE | $2,634 | $1,975+33.3% | $2,749-4.2% | $2,671-1.4% |
| Participant deferral / active EE | $2,625 | $2,837-7.5% | $3,881-32.4% | $4,126-36.4% |
| Admin fee / account holder | $1 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |