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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 | $65,072+91.9% | $66,439+87.9% | $65,306+91.2% |
| Participation rate | 98.0% | 69.1%+29.0pp | 74.5%+23.5pp | 57.7%+40.3pp |
| Annual return | 12.78% | 21.50%-8.7pp | 757.66%-744.9pp | 21.94%-9.2pp |
| Employer contribution / active EE | $6,200 | $2,475+150.5% | $2,637+135.1% | $1,967+215.1% |
| Participant deferral / active EE | $8,345 | $3,234+158.0% | $3,876+115.3% | $2,959+182.0% |
| Admin fee / account holder | $396 | $1,323-70.1% | $6,173-93.6% | $3,480-88.6% |