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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,950 |
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 | $171,072 | $54,370+214.6% | $82,763+106.7% | $68,490+149.8% |
| Participation rate | 95.7% | 63.9%+31.8pp | 72.6%+23.2pp | 67.9%+27.8pp |
| Annual return | -9.21% | -13.67%+4.5pp | 702.45%-711.7pp | -7.85%-1.4pp |
| Employer contribution / active EE | $4,548 | $2,219+105.0% | $3,008+51.2% | $2,597+75.2% |
| Participant deferral / active EE | $8,925 | $3,247+174.9% | $4,395+103.1% | $4,028+121.6% |
| Admin fee / account holder | $488 | $4,398-88.9% | $5,325-90.8% | $5,403-91.0% |