Filed May 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHEASTERN UNIVERSITIES RESEARCH Service code 28 · EIN 54-1156453 | Investment Management | $37,000 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $638 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,914 | $95,542+73.7% | $69,480+138.8% | $67,584+145.5% |
| Participation rate | 98.7% | 79.4%+19.4pp | 74.6%+24.1pp | 71.3%+27.4pp |
| Annual return | 20.37% | 17.67%+2.7pp | 28.99%-8.6pp | 378.59%-358.2pp |
| Employer contribution / active EE | $7,397 | $2,989+147.5% | $2,780+166.1% | $2,148+244.4% |
| Participant deferral / active EE | $6,829 | $3,263+109.3% | $3,537+93.1% | $3,540+92.9% |
| Admin fee / account holder | $687 | $90+664.9% | $3,840-82.1% | $142+382.9% |