Filed February 5, 2024 (most recent of 3 filings on file)
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| 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 | $106,247+81.0% | $147,096+30.7% | $77,714+147.4% |
| Participation rate | 94.3% | 78.4%+16.0pp | 82.2%+12.2pp | 70.6%+23.8pp |
| Annual return | 14.18% | 56.87%-42.7pp | 419.75%-405.6pp | 31.26%-17.1pp |
| Employer contribution / active EE | $10,628 | $4,069+161.2% | $4,936+115.3% | $2,727+289.8% |
| Participant deferral / active EE | $7,749 | $7,996-3.1% | $8,071-4.0% | $4,649+66.7% |
| Admin fee / account holder | $36 | $338-89.5% | $13,005-99.7% | $433-91.8% |