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 | $3,848 |
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 | $27,456 | $39,132-29.8% | $57,196-52.0% | $62,881-56.3% |
| Participation rate | 88.6% | 70.5%+18.1pp | 75.3%+13.3pp | 69.3%+19.3pp |
| Annual return | 6.50% | 9.24%-2.7pp | 14.59%-8.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,248 | $1,874+20.0% | $2,683-16.2% | $2,281-1.4% |
| Participant deferral / active EE | $3,325 | $2,374+40.0% | $3,096+7.4% | $3,203+3.8% |
| Admin fee / account holder | $21 | $2,594-99.2% | $3,141-99.3% | $4,296-99.5% |