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 | $110,512 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $26,329 | $98,780-73.3% | $60,919-56.8% | $77,906-66.2% |
| Participation rate | 94.8% | 76.7%+18.1pp | 73.1%+21.7pp | 73.7%+21.1pp |
| Annual return | -17.46% | -11.56%-5.9pp | 16.98%-34.4pp | 12.16%-29.6pp |
| Employer contribution / active EE | $3,068 | $3,605-14.9% | $2,704+13.5% | $2,846+7.8% |
| Participant deferral / active EE | $1,024 | $4,200-75.6% | $3,814-73.2% | $4,805-78.7% |
| Admin fee / account holder | $75 | $89-14.9% | $3,226-97.7% | $133-43.1% |