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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT8+ years Filed as: SUN LIFE ASSURANCE CO. OF CANADA Service code 23 · EIN 38-1082080 | Insurance services; Direct payment fr... | $520,859 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON, LLC Service code 11 · EIN 53-0181291 | Actuarial | $58,819 |
PENSION ASSURANCE LLP8+ 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 | $1,251 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -17.83% | 38.53%-56.4pp | -3.21%-14.6pp | 2.78%-20.6pp |
| Employer contribution / active EE | $0 | $14,659-100.0% | $46,051-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |