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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT2 years Filed as: AIG RETIREMENT SERVICES Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $52,412 |
TIAA6+ years Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Advisory (Participants) | $35,207 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 P.O. BOX 600071 · RELEIGH, NC 27675 | Advisory (Plan) | $16,026 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,993 | $84,948+229.6% | $70,494+297.2% | $73,412+281.4% |
| Participation rate | 70.9% | 79.9%-9.1pp | 75.1%-4.2pp | 72.2%-1.3pp |
| Annual return | 10.79% | 13.39%-2.6pp | 109.16%-98.4pp | 59.30%-48.5pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,738-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,711-100.0% | $3,806-100.0% |
| Admin fee / account holder | $979 | $98+898.3% | $3,848-74.5% | $158+520.3% |