Filed February 5, 2024 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEACHERS INS AND ANNUITY ASSOC. Service code 19 · EIN 13-1624203 | Securities Custodian | $47,049 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,293 | $106,110+81.2% | $147,005+30.8% | $77,671+147.6% |
| Participation rate | 94.3% | 78.4%+15.9pp | 82.2%+12.2pp | 70.6%+23.8pp |
| Annual return | 14.18% | 56.77%-42.6pp | 418.76%-404.6pp | 31.21%-17.0pp |
| Employer contribution / active EE | $10,628 | $4,065+161.5% | $4,934+115.4% | $2,726+289.8% |
| Participant deferral / active EE | $7,749 | $7,992-3.0% | $8,070-4.0% | $4,648+66.7% |
| Admin fee / account holder | $36 | $338-89.5% | $13,006-99.7% | $430-91.7% |