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| Provider | Service type | Compensation |
|---|---|---|
RJC WEALTH MANAGEMENT LLC4 years Filed as: RJC WEALTH MANAGEMENT, LLC Service code 27 · EIN 45-3569731 | Advisory (Plan) | $71,036 |
TIAA10+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $46,052 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,094 | $55,470+78.6% | $155,556-36.3% | $74,478+33.1% |
| Participation rate | 98.6% | 61.9%+36.7pp | 78.2%+20.4pp | 67.2%+31.4pp |
| Annual return | 13.45% | 269.80%-256.4pp | 64.84%-51.4pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $1,846 | $2,267-18.5% | $4,675-60.5% | $2,626-29.7% |
| Participant deferral / active EE | $7,648 | $2,838+169.5% | $5,631+35.8% | $4,350+75.8% |
| Admin fee / account holder | $555 | $1,744-68.2% | $15,885-96.5% | $1,946-71.5% |