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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT1 year Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $75,402 |
WELLS FARGO BANK, N.A.6+ years Service code 25 · EIN 94-1347393 | Directed Trustee | $72,604 |
USI CONSULTING GROUP6+ years Service code 11 · EIN 06-1053228 | Actuarial | $44,452 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $18,661 |
BLUM SHAPIRO6+ years Filed as: BLUM SHAPIRO & COMPANY Service code 10 · EIN 06-1009205 | Accounting | $10,325 |
FIDUCIARY INVESTMENT ADVISORS6+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $9,070 |
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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.
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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 1.42% | 4.93%-3.5pp | 7.32%-5.9pp | 9.30%-7.9pp |
| Employer contribution / active EE | $205,908 | $32,616+531.3% | $23,426+779.0% | $43,748+370.7% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |