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 | $101,475 |
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 | $32,733 | $94,836-65.5% | $75,728-56.8% | $86,828-62.3% |
| Participation rate | 95.5% | 79.1%+16.4pp | 74.8%+20.7pp | 72.3%+23.2pp |
| Annual return | 16.30% | 16.90%-0.6pp | 104.66%-88.4pp | 97.95%-81.6pp |
| Employer contribution / active EE | $2,625 | $2,908-9.7% | $2,743-4.3% | $2,406+9.1% |
| Participant deferral / active EE | $1,227 | $3,632-66.2% | $3,820-67.9% | $4,132-70.3% |
| Admin fee / account holder | $78 | $108-28.1% | $3,620-97.8% | $170-54.1% |