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| Provider | Service type | Compensation |
|---|---|---|
RJC WEALTH MANAGEMENT LLC2+ years Service code 27 · EIN 45-3569731 | Advisory (Plan) | $27,975 |
TIAA2+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,059 | $36,916+24.8% | $156,551-70.6% | $57,658-20.1% |
| Participation rate | 50.0% | 63.4%-13.4pp | 84.0%-34.0pp | 70.2%-20.2pp |
| Annual return | 14.03% | 12.38%+1.7pp | 32.23%-18.2pp | 5.13%+8.9pp |
| Employer contribution / active EE | $1,898 | $1,571+20.8% | $5,501-65.5% | $1,974-3.8% |
| Participant deferral / active EE | $2,361 | $1,926+22.6% | $4,871-51.5% | $3,061-22.9% |
| Admin fee / account holder | $303 | $82+266.8% | $13,028-97.7% | $95+220.0% |