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 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,883 | $96,018+100.9% | $65,493+194.5% | $85,563+125.4% |
| Participation rate | 97.2% | 74.8%+22.3pp | 73.1%+24.1pp | 66.0%+31.2pp |
| Annual return | 12.71% | 14.51%-1.8pp | 982.45%-969.7pp | 31.51%-18.8pp |
| Employer contribution / active EE | $7,199 | $3,235+122.5% | $2,574+179.7% | $2,654+171.3% |
| Participant deferral / active EE | $8,810 | $4,055+117.3% | $3,961+122.4% | $4,375+101.4% |
| Admin fee / account holder | $75 | $271-72.5% | $5,028-98.5% | $834-91.1% |