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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,336 |
SLC MANAGEMENT10+ years Filed as: AIG SUN AMERICA LIFE ASSURANCE COMP Service code 49 · EIN 86-0198983 | Other Services | $32,930 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,316 | $89,465-77.3% | $165,100-87.7% | $77,762-73.9% |
| Participation rate | 81.9% | 78.6%+3.2pp | 78.6%+3.3pp | 70.6%+11.3pp |
| Annual return | 13.66% | 28.86%-15.2pp | 70.21%-56.6pp | 31.27%-17.6pp |
| Employer contribution / active EE | $1,497 | $2,565-41.6% | $4,348-65.6% | $2,728-45.1% |
| Participant deferral / active EE | $2,971 | $4,904-39.4% | $6,035-50.8% | $4,651-36.1% |
| Admin fee / account holder | $63 | $340-81.6% | $12,696-99.5% | $433-85.6% |