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| Provider | Service type | Compensation |
|---|---|---|
RJC WEALTH MANAGEMENT LLC3 years Filed as: RJC WEALTH MANAGEMENT, LLC Service code 27 · EIN 45-3569731 | Advisory (Plan) | $66,378 |
TIAA9+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $49,839 |
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 | $91,024 | $61,391+48.3% | $149,723-39.2% | $71,529+27.3% |
| Participation rate | 98.6% | 62.5%+36.0pp | 78.8%+19.8pp | 67.9%+30.6pp |
| Annual return | 13.82% | 35.88%-22.1pp | 134.50%-120.7pp | 28.97%-15.1pp |
| Employer contribution / active EE | $1,996 | $2,384-16.3% | $4,821-58.6% | $2,590-22.9% |
| Participant deferral / active EE | $7,666 | $2,921+162.5% | $5,682+34.9% | $4,291+78.6% |
| Admin fee / account holder | $554 | $1,264-56.2% | $13,215-95.8% | $1,588-65.1% |