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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $23,722 |
JP MORGAN SECURITIES LLC1 year Service code 26 · EIN 13-4110995 | Advisory (Participants) | $20,284 |
Filed as: FIRST REPUBLIC BANK Service code 26 · EIN 22-3623353 | Advisory (Participants) | $18,388 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 | Accounting | $14,750 |
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 | $124,870 | $64,705+93.0% | $62,929+98.4% | $67,986+83.7% |
| Participation rate | 98.0% | 65.6%+32.4pp | 73.1%+24.9pp | 57.2%+40.8pp |
| Annual return | 12.78% | 20.31%-7.5pp | 1063.93%-1051.1pp | 31.67%-18.9pp |
| Employer contribution / active EE | $6,200 | $2,376+161.0% | $2,505+147.5% | $2,019+207.1% |
| Participant deferral / active EE | $8,345 | $3,198+160.9% | $3,888+114.6% | $3,358+148.5% |
| Admin fee / account holder | $396 | $1,428-72.3% | $5,065-92.2% | $3,203-87.6% |