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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT1+ years Filed as: AIG SUN AMERICA LIFE ASSURANCE COMP Service code 49 · EIN 86-0198983 | Other Services | $12,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $26,385 | $33,745-21.8% | $64,105-58.8% | $55,191-52.2% |
| Participation rate | 22.5% | 59.4%-36.8pp | 68.2%-45.7pp | 69.2%-46.7pp |
| Annual return | -0.56% | 4.95%-5.5pp | 791.24%-791.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $179 | $641-72.1% | $1,820-90.2% | $1,899-90.6% |
| Participant deferral / active EE | $499 | $1,929-74.1% | $2,822-82.3% | $3,046-83.6% |
| Admin fee / account holder | $0 | $94-100.0% | $4,499-100.0% | $91-100.0% |