Filed February 13, 2024 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: TEACHERS INSURANCE & ANNUITY ASSOC. Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8,028 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,513 | $69,708+157.5% | $67,560+165.7% | $74,478+141.0% |
| Participation rate | 98.5% | 71.4%+27.0pp | 72.9%+25.5pp | 67.2%+31.2pp |
| Annual return | 12.75% | -40.67%+53.4pp | 3533.50%-3520.7pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $5,978 | $2,715+120.2% | $2,737+118.4% | $2,626+127.6% |
| Participant deferral / active EE | $4,051 | $3,637+11.4% | $4,004+1.2% | $4,350-6.9% |
| Admin fee / account holder | $21 | $887-97.7% | $3,994-99.5% | $1,946-98.9% |