Filed December 22, 2015
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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,479 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,173 | $50,902-60.4% | $155,534-87.0% | $77,736-74.0% |
| Participation rate | 99.1% | 63.1%+36.0pp | 78.2%+20.9pp | 70.6%+28.5pp |
| Annual return | 12.63% | 34.85%-22.2pp | 64.92%-52.3pp | 31.26%-18.6pp |
| Employer contribution / active EE | $1,046 | $1,991-47.5% | $4,675-77.6% | $2,728-61.6% |
| Participant deferral / active EE | $3,511 | $2,824+24.3% | $5,630-37.6% | $4,651-24.5% |
| Admin fee / account holder | $19 | $437-95.6% | $15,900-99.9% | $433-95.5% |