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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 14 · EIN 91-0675640 | Plan Administrator | $98,415 |
SLC MANAGEMENT2 years Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 27 · EIN 68-0635051 | Advisory (Plan) | $81,511 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 04-1486745 | Direct payment from the plan; Investm... | $76,213 |
CAP FINANCIAL PARTNERS, LLC6+ years Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $12,626 |
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.
Plan reported a final filing / termination within the last year.
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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.1%-43.1pp |
| Annual return | 8.02% | -14.68%+22.7pp | -2.84%+10.9pp | 259.19%-251.2pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |