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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $18,813 |
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 | $116,495 | $69,012+68.8% | $160,009-27.2% | $68,486+70.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -11.91% | -9.65%-2.3pp | 408.85%-420.8pp | -7.85%-4.1pp |
| Employer contribution / active EE | $10,182 | $2,212+360.2% | $4,225+141.0% | $2,597+292.1% |
| Participant deferral / active EE | $8,433 | $4,212+100.2% | $6,183+36.4% | $4,028+109.4% |
| Admin fee / account holder | $110 | $4,798-97.7% | $8,715-98.7% | $5,404-98.0% |