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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT1+ years Filed as: AIF SUN AMERICA LIFE ASSURANCE COMP Service code 59 | Shareholder Servicing | $6,135 |
SLC MANAGEMENT1+ years Filed as: AIG SUN AMERICA LIFE ASSURANCE COMP Service code 49 · EIN 86-0198983 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,476 | $31,109-2.0% | $67,704-55.0% | $52,331-41.8% |
| Participation rate | 10.3% | 54.0%-43.7pp | 67.5%-57.2pp | 68.1%-57.8pp |
| Annual return | -4.99% | 23.70%-28.7pp | 25.41%-30.4pp | 4.54%-9.5pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,529 | $1,970-22.4% | $3,585-57.4% | $3,022-49.4% |
| Admin fee / account holder | $0 | $466-100.0% | $4,255-100.0% | $592-100.0% |