Filed January 17, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $883 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,623 | $47,078+45.8% | $100,671-31.8% | $55,191+24.3% |
| Participation rate | 76.2% | 58.0%+18.2pp | 70.7%+5.5pp | 69.2%+7.1pp |
| Annual return | 2.42% | 0.65%+1.8pp | 20.43%-18.0pp | 10.78%-8.4pp |
| Employer contribution / active EE | $2,812 | $1,065+163.9% | $4,012-29.9% | $1,899+48.1% |
| Participant deferral / active EE | $2,570 | $2,038+26.1% | $3,144-18.3% | $3,046-15.7% |
| Admin fee / account holder | $1 | $153-99.2% | $4,850-100.0% | $91-98.7% |