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| Provider | Service type | Compensation |
|---|---|---|
RJC WEALTH MANAGEMENT LLC4+ years Service code 27 · EIN 45-3569731 50 SUSSEX LANE · HILTON HEAD, SC 299262256 | Advisory (Plan) | $39,788 |
TIAA4+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $25,485 |
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 | $55,690 | $37,196+49.7% | $154,108-63.9% | $55,725-0.1% |
| Participation rate | 53.1% | 64.1%-11.0pp | 83.0%-30.0pp | 70.9%-17.8pp |
| Annual return | 0.19% | 1319.68%-1319.5pp | 735.21%-735.0pp | 244.93%-244.7pp |
| Employer contribution / active EE | $2,312 | $1,614+43.2% | $5,298-56.4% | $2,078+11.2% |
| Participant deferral / active EE | $2,900 | $2,068+40.2% | $5,081-42.9% | $3,356-13.6% |
| Admin fee / account holder | $393 | $102+287.0% | $13,411-97.1% | $115+241.4% |