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| Provider | Service type | Compensation |
|---|---|---|
RJC WEALTH MANAGEMENT LLC2 years Filed as: RJC WEALTH MANAGEMENT, LLC Service code 27 · EIN 45-3569731 50 SUSSEX LANE · HILTON HEAD, SC 299262256 | Advisory (Plan) | $62,750 |
TIAA8+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $50,350 |
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 | $82,630 | $65,125+26.9% | $143,797-42.5% | $66,949+23.4% |
| Participation rate | 58.2% | 65.2%-7.0pp | 80.3%-22.1pp | 69.8%-11.6pp |
| Annual return | -13.85% | -11.13%-2.7pp | -0.04%-13.8pp | 1.57%-15.4pp |
| Employer contribution / active EE | $1,095 | $2,362-53.7% | $4,952-77.9% | $2,545-57.0% |
| Participant deferral / active EE | $4,261 | $2,920+45.9% | $5,638-24.4% | $4,239+0.5% |
| Admin fee / account holder | $568 | $503+13.0% | $14,679-96.1% | $594-4.3% |