Filed March 6, 2025 (most recent of 3 filings on file)
Total covered: 245 employees
| 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,382 | $145,906+41.4% | $67,560+205.5% | $106,553+93.7% |
| Participation rate | 53.2% | 67.1%-13.9pp | 72.9%-19.7pp | 69.8%-16.6pp |
| Annual return | 12.14% | 15.10%-3.0pp | 3533.50%-3521.4pp | 17.37%-5.2pp |
| Employer contribution / active EE | $3,864 | $6,028-35.9% | $2,737+41.2% | $3,359+15.1% |
| Participant deferral / active EE | $3,466 | $5,093-31.9% | $4,004-13.4% | $5,562-37.7% |
| Admin fee / account holder | $36 | $38-4.7% | $3,994-99.1% | $80-54.7% |