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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT4+ years Filed as: SUN LIFE ASSURANCE CO. OF CANADA Service code 23 · EIN 38-1082080 | Direct payment from the plan; Insuran... | $658,591 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $97,964 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION & BENEFITS LIVE Service code 15 · EIN 26-2239692 | Recordkeeping | $50,740 |
Filed as: MASSACHUSETTS MUTUAL INSURANCE COMP Service code 23 · EIN 04-1590850 | Direct payment from the plan; Insuran... | $7,407 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -1.70% | -1.12%-0.6pp | -2.18%+0.5pp | 0.19%-1.9pp |
| Employer contribution / active EE | $0 | $12,052-100.0% | $38,751-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |