Filed July 1, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEACHERS INSURANCE AND ANNUITY ASSO Service code 15 · EIN 13-1624203 | Recordkeeping | $50,115 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,883 | $93,351+106.6% | $62,929+206.5% | $79,634+142.2% |
| Participation rate | 97.2% | 74.6%+22.5pp | 73.1%+24.0pp | 62.5%+34.7pp |
| Annual return | 12.71% | 14.37%-1.7pp | 1063.93%-1051.2pp | 36.46%-23.8pp |
| Employer contribution / active EE | $7,199 | $3,135+129.7% | $2,505+187.5% | $2,529+184.7% |
| Participant deferral / active EE | $8,810 | $3,921+124.7% | $3,888+126.6% | $3,835+129.8% |
| Admin fee / account holder | $75 | $229-67.5% | $5,065-98.5% | $1,002-92.6% |