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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT3 years Filed as: AIG RETIREMENT SERVICES Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $48,480 |
TIAA7+ years Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Advisory (Participants) | $42,879 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 P.O. BOX600071 · RALEIGH, NC 27675 | Advisory (Plan) | $35,047 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $371,798 | $94,833+292.1% | $75,714+391.1% | $86,821+328.2% |
| Participation rate | 49.2% | 79.1%-29.9pp | 74.8%-25.7pp | 72.3%-23.1pp |
| Annual return | 10.91% | 16.91%-6.0pp | 104.62%-93.7pp | 97.94%-87.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,744-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,820-100.0% | $4,132-100.0% |
| Admin fee / account holder | $1,218 | $109+1021.2% | $3,619-66.3% | $170+618.1% |