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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT3+ years Filed as: AIG SUN AMERICA LIFE ASSURANCE COMP Service code 49 · EIN 86-0198983 | Other Services | $14,515 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,431 |
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 | $25,295 | $71,666-64.7% | $117,861-78.5% | $69,631-63.7% |
| Participation rate | 42.2% | 77.5%-35.3pp | 79.7%-37.5pp | 70.7%-28.5pp |
| Annual return | 16.82% | 18.86%-2.0pp | 335.11%-318.3pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $995 | $1,889-47.3% | $3,786-73.7% | $2,032-51.0% |
| Participant deferral / active EE | $1,971 | $3,340-41.0% | $4,482-56.0% | $3,224-38.9% |
| Admin fee / account holder | $39 | $120-67.2% | $8,021-99.5% | $110-64.3% |