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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT1+ years Filed as: AIG SUN AMERICA LIFE ASSURANCE COMP Service code 49 · EIN 86-0198983 | Other Services | $23,229 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,712 | $57,108-55.0% | $94,229-72.7% | $52,331-50.9% |
| Participation rate | 34.5% | 72.9%-38.4pp | 78.8%-44.3pp | 68.1%-33.6pp |
| Annual return | -0.56% | 1.47%-2.0pp | 10.68%-11.2pp | 4.54%-5.1pp |
| Employer contribution / active EE | $918 | $1,735-47.1% | $3,587-74.4% | $1,882-51.2% |
| Participant deferral / active EE | $1,871 | $3,040-38.5% | $4,320-56.7% | $3,022-38.1% |
| Admin fee / account holder | $44 | $546-92.0% | $6,269-99.3% | $592-92.6% |