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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 | $63,433+96.9% | $63,803+95.7% | $64,097+94.8% |
| Participation rate | 98.0% | 65.0%+33.0pp | 72.7%+25.3pp | 55.2%+42.8pp |
| Annual return | 12.78% | 20.74%-8.0pp | 543.72%-530.9pp | 34.64%-21.9pp |
| Employer contribution / active EE | $6,200 | $2,332+165.9% | $2,532+144.8% | $1,891+227.8% |
| Participant deferral / active EE | $8,345 | $3,119+167.6% | $3,843+117.1% | $3,080+171.0% |
| Admin fee / account holder | $396 | $1,489-73.4% | $5,196-92.4% | $3,454-88.5% |