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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT2+ years Filed as: AIG SUN AMERICA LIFE ASSURANCE COMP Service code 49 · EIN 86-0198983 | Other Services | $16,640 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,400 |
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 | $25,062 | $107,378-76.7% | $108,582-76.9% | $57,658-56.5% |
| Participation rate | 39.3% | 77.1%-37.8pp | 79.6%-40.3pp | 70.2%-31.0pp |
| Annual return | 9.06% | 12.80%-3.7pp | -51.70%+60.8pp | 5.13%+3.9pp |
| Employer contribution / active EE | $934 | $1,782-47.6% | $3,758-75.1% | $1,974-52.7% |
| Participant deferral / active EE | $1,846 | $3,221-42.7% | $4,311-57.2% | $3,061-39.7% |
| Admin fee / account holder | $46 | $108-57.6% | $7,645-99.4% | $95-51.3% |