Filed November 14, 2019
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 INSURANCE AND ANNUITY ASSO Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $2,227 |
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 | $59,535 | $55,002+8.2% | $59,899-0.6% | $56,289+5.8% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.7%+24.7pp | 69.9%+29.5pp |
| Annual return | -4.72% | 1.13%-5.9pp | 3.46%-8.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $4,445 | $2,448+81.6% | $2,723+63.2% | $2,111+110.5% |
| Participant deferral / active EE | $4,666 | $3,121+49.5% | $3,402+37.1% | $3,350+39.3% |
| Admin fee / account holder | $6 | $236-97.4% | $3,592-99.8% | $521-98.8% |