Filed May 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,569 |
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 | $216,656 | $94,833+128.5% | $75,717+186.1% | $86,813+149.6% |
| Participation rate | 97.1% | 79.1%+18.0pp | 74.8%+22.3pp | 72.3%+24.8pp |
| Annual return | 16.16% | 16.91%-0.8pp | 104.58%-88.4pp | 97.93%-81.8pp |
| Employer contribution / active EE | $7,969 | $2,904+174.4% | $2,743+190.6% | $2,406+231.3% |
| Participant deferral / active EE | $7,685 | $3,632+111.6% | $3,821+101.1% | $4,131+86.0% |
| Admin fee / account holder | $825 | $109+659.3% | $3,619-77.2% | $170+386.4% |