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 | $49,058 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $34,363 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,258 | $84,948-67.9% | $70,492-61.3% | $73,415-62.9% |
| Participation rate | 96.5% | 79.9%+16.6pp | 75.1%+21.5pp | 72.2%+24.3pp |
| Annual return | 16.00% | 13.39%+2.6pp | 109.16%-93.2pp | 59.30%-43.3pp |
| Employer contribution / active EE | $2,342 | $2,834-17.4% | $2,738-14.5% | $2,234+4.9% |
| Participant deferral / active EE | $849 | $3,387-74.9% | $3,711-77.1% | $3,806-77.7% |
| Admin fee / account holder | $67 | $98-32.0% | $3,848-98.3% | $158-57.7% |