Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT1 year Filed as: AIG RETIREMENT SERVICES Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $53,066 |
TIAA5+ years Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Advisory (Participants) | $31,788 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 P.O. BOX 600071 · RELEIGH, NC 27675 | Advisory (Plan) | $15,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,619 | $95,542+168.6% | $69,483+269.3% | $67,582+279.7% |
| Participation rate | 65.2% | 79.4%-14.1pp | 74.6%-9.4pp | 71.3%-6.1pp |
| Annual return | 13.96% | 17.67%-3.7pp | 28.99%-15.0pp | 378.57%-364.6pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,780-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,537-100.0% | $3,539-100.0% |
| Admin fee / account holder | $928 | $90+933.6% | $3,841-75.8% | $142+552.5% |