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 | $501,989 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,522 | $95,445+82.9% | $60,919+186.5% | $78,104+123.4% |
| Participation rate | 96.1% | 72.5%+23.6pp | 73.1%+23.0pp | 74.5%+21.6pp |
| Annual return | -12.92% | -12.21%-0.7pp | 16.98%-29.9pp | 10.90%-23.8pp |
| Employer contribution / active EE | $6,039 | $3,900+54.9% | $2,704+123.4% | $3,128+93.1% |
| Participant deferral / active EE | $5,424 | $4,558+19.0% | $3,814+42.2% | $5,089+6.6% |
| Admin fee / account holder | $39 | $46-13.8% | $3,226-98.8% | $79-50.1% |