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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $191,927 | $57,330+234.8% | $86,656+121.5% | $75,177+155.3% |
| Participation rate | 93.1% | 63.2%+29.9pp | 71.7%+21.3pp | 67.2%+25.9pp |
| Annual return | 12.13% | 2675.40%-2663.3pp | 593.09%-581.0pp | 160.75%-148.6pp |
| Employer contribution / active EE | $4,593 | $2,316+98.3% | $3,025+51.8% | $2,671+71.9% |
| Participant deferral / active EE | $8,921 | $3,320+168.7% | $4,439+101.0% | $4,126+116.2% |
| Admin fee / account holder | $498 | $4,115-87.9% | $5,619-91.1% | $5,651-91.2% |