Filed March 6, 2025 (most recent of 3 filings on file)
Total covered: 245 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TEACHERS INSURANCE & ANNUITY ASSOC10+ years Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 13 · EIN 13-1624203 | Contract Administrator | $492,607 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,382 | $145,906+41.4% | $67,502+205.7% | $106,382+94.0% |
| Participation rate | 53.2% | 67.1%-13.9pp | 72.9%-19.6pp | 69.9%-16.6pp |
| Annual return | 12.14% | 15.10%-3.0pp | 3512.12%-3500.0pp | 17.37%-5.2pp |
| Employer contribution / active EE | $3,864 | $6,028-35.9% | $2,731+41.5% | $3,364+14.9% |
| Participant deferral / active EE | $3,466 | $5,093-31.9% | $4,000-13.4% | $5,569-37.8% |
| Admin fee / account holder | $36 | $38-4.7% | $3,998-99.1% | $79-54.5% |