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 |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $18,907 |
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 | $43,285 | $42,910+0.9% | $60,919-28.9% | $68,490-36.8% |
| Participation rate | 93.8% | 66.8%+27.1pp | 73.1%+20.7pp | 67.9%+25.9pp |
| Annual return | -15.91% | -13.99%-1.9pp | 16.96%-32.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $3,857 | $1,978+94.9% | $2,704+42.6% | $2,597+48.5% |
| Participant deferral / active EE | $5,793 | $2,866+102.1% | $3,814+51.9% | $4,028+43.8% |
| Admin fee / account holder | $95 | $3,104-96.9% | $3,228-97.1% | $5,403-98.2% |