Filed February 13, 2024 (most recent of 2 filings on file)
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| 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 | $69,774+157.3% | $67,561+165.7% | $74,429+141.2% |
| Participation rate | 98.5% | 71.4%+27.1pp | 72.9%+25.6pp | 67.2%+31.2pp |
| Annual return | 12.75% | -40.53%+53.3pp | 3525.44%-3512.7pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $5,978 | $2,710+120.6% | $2,735+118.6% | $2,625+127.7% |
| Participant deferral / active EE | $4,051 | $3,636+11.4% | $4,003+1.2% | $4,348-6.8% |
| Admin fee / account holder | $21 | $890-97.7% | $4,006-99.5% | $1,944-98.9% |