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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,750 | $65,440+185.4% | $98,506+89.6% | $85,851+117.5% |
| Participation rate | 97.1% | 65.0%+32.0pp | 73.3%+23.7pp | 69.3%+27.7pp |
| Annual return | 11.88% | 21.75%-9.9pp | 1494.92%-1483.0pp | 318.63%-306.8pp |
| Employer contribution / active EE | $4,476 | $2,169+106.3% | $2,961+51.1% | $2,565+74.5% |
| Participant deferral / active EE | $9,031 | $3,168+185.1% | $4,277+111.2% | $3,952+128.5% |
| Admin fee / account holder | $529 | $4,596-88.5% | $5,955-91.1% | $6,261-91.6% |