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 | $106,264+81.0% | $147,117+30.7% | $77,762+147.3% |
| Participation rate | 94.3% | 78.4%+15.9pp | 82.2%+12.2pp | 70.6%+23.8pp |
| Annual return | 14.18% | 56.94%-42.8pp | 420.54%-406.4pp | 31.27%-17.1pp |
| Employer contribution / active EE | $10,628 | $4,074+160.9% | $4,932+115.5% | $2,728+289.6% |
| Participant deferral / active EE | $7,749 | $8,003-3.2% | $8,065-3.9% | $4,651+66.6% |
| Admin fee / account holder | $36 | $334-89.4% | $12,993-99.7% | $433-91.8% |