Filed August 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 12 · EIN 06-1050034 | Claims processing | $358,221 |
SLC MANAGEMENT1 year Filed as: SUN LIFE INVESTMENT MANAGEMENT Service code 28 | Investment Management | $194,590 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 28 · EIN 26-0058143 | Investment Management | $30,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 3.87% | 8.51%-4.6pp | 10.53%-6.7pp | 8.76%-4.9pp |
| Employer contribution / active EE | $2,837 | $16,216-82.5% | $26,797-89.4% | $16,664-83.0% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |