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| 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) | $100,245 |
TIAA7+ years Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Advisory (Participants) | $61,715 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,148 | $94,833+16.1% | $75,731+45.4% | $86,821+26.9% |
| Participation rate | 77.8% | 79.1%-1.3pp | 74.8%+2.9pp | 72.3%+5.5pp |
| Annual return | 12.03% | 16.91%-4.9pp | 104.65%-92.6pp | 97.94%-85.9pp |
| Employer contribution / active EE | $2,058 | $2,904-29.1% | $2,743-25.0% | $2,406-14.5% |
| Participant deferral / active EE | $4,787 | $3,632+31.8% | $3,820+25.3% | $4,132+15.9% |
| Admin fee / account holder | $448 | $109+312.4% | $3,620-87.6% | $170+164.1% |