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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $28,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $129,727 | $65,084+99.3% | $67,681+91.7% | $64,340+101.6% |
| Participation rate | 24.8% | 66.7%-41.9pp | 73.7%-48.9pp | 55.2%-30.4pp |
| Annual return | 11.94% | 20.50%-8.6pp | 590.58%-578.6pp | 24.14%-12.2pp |
| Employer contribution / active EE | $2,400 | $2,398+0.1% | $2,678-10.4% | $1,862+28.9% |
| Participant deferral / active EE | $4,043 | $3,210+25.9% | $3,976+1.7% | $2,980+35.6% |
| Admin fee / account holder | $1 | $1,415-99.9% | $6,100-100.0% | $3,703-100.0% |