Filed March 6, 2025 (most recent of 3 filings on file)
Total covered: 245 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 49 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Other Services | $493,084 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,503 | $127,246+61.5% | $75,728+171.4% | $101,555+102.4% |
| Participation rate | 96.6% | 76.6%+20.1pp | 74.8%+21.8pp | 74.5%+22.1pp |
| Annual return | 13.27% | 14.35%-1.1pp | 104.66%-91.4pp | 21.00%-7.7pp |
| Employer contribution / active EE | $6,076 | $4,333+40.2% | $2,743+121.5% | $2,972+104.4% |
| Participant deferral / active EE | $5,264 | $4,639+13.5% | $3,820+37.8% | $4,874+8.0% |
| Admin fee / account holder | $40 | $42-4.5% | $3,620-98.9% | $139-71.6% |