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| Provider | Service type | Compensation |
|---|---|---|
RJC WEALTH MANAGEMENT LLC3+ years Service code 27 · EIN 45-3569731 | Advisory (Plan) | $36,280 |
TIAA3+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,679 |
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 | $55,400 | $46,173+20.0% | $170,435-67.5% | $69,631-20.4% |
| Participation rate | 51.5% | 63.9%-12.4pp | 83.6%-32.1pp | 70.7%-19.1pp |
| Annual return | 16.03% | 21.62%-5.6pp | 205.94%-189.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $2,088 | $1,610+29.7% | $5,432-61.6% | $2,032+2.7% |
| Participant deferral / active EE | $2,685 | $2,080+29.1% | $4,939-45.6% | $3,224-16.7% |
| Admin fee / account holder | $369 | $116+218.4% | $13,881-97.3% | $110+234.3% |