Filed July 26, 2019
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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 | $7,408 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,127 | $27,330-81.2% | $67,704-92.4% | $55,191-90.7% |
| Participation rate | 34.2% | 47.5%-13.3pp | 67.5%-33.3pp | 69.2%-35.0pp |
| Annual return | 3.25% | 8.81%-5.6pp | 25.41%-22.2pp | 10.78%-7.5pp |
| Employer contribution / active EE | $0 | $855-100.0% | $2,559-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $854 | $1,709-50.0% | $3,585-76.2% | $3,046-72.0% |
| Admin fee / account holder | $21 | $109-81.1% | $4,255-99.5% | $91-77.2% |