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| Provider | Service type | Compensation |
|---|---|---|
RJC WEALTH MANAGEMENT LLC1+ years Service code 27 · EIN 45-3569731 | Advisory (Plan) | $18,321 |
TIAA1+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $10,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,711 | $37,117+7.0% | $147,617-73.1% | $55,191-28.0% |
| Participation rate | 49.8% | 63.6%-13.8pp | 84.6%-34.8pp | 69.2%-19.4pp |
| Annual return | 0.00% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,929 | $1,620+19.0% | $5,564-65.3% | $1,899+1.6% |
| Participant deferral / active EE | $2,459 | $1,985+23.9% | $4,895-49.8% | $3,046-19.3% |
| Admin fee / account holder | $226 | $86+164.7% | $11,612-98.0% | $91+149.5% |