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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT7+ years Filed as: SUN LIFE ASSURANCE CO. OF CANADA Service code 23 · EIN 38-1082080 | Direct payment from the plan; Insuran... | $599,980 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON, LLC Service code 11 · EIN 53-0181291 | Actuarial | $76,397 |
PENSION ASSURANCE LLP7+ years Filed as: PENSION & BENEFITS LIVE Service code 15 · EIN 26-2239692 | Recordkeeping | $30,740 |
Filed as: MASSACHUSETTS MUTUAL INSURANCE COMP Service code 13 · EIN 04-1590850 | Contract Administrator | $4,951 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 0.26% | 11.84%-11.6pp | 8.95%-8.7pp | 13.24%-13.0pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |