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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT6+ years Filed as: AIG SUN AMERICA LIFE ASSURANCE COMP Service code 49 · EIN 86-0198983 | Other Services | $21,065 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,982 |
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.
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 | $30,018 | $78,419-61.7% | $133,978-77.6% | $73,412-59.1% |
| Participation rate | 54.3% | 78.6%-24.3pp | 79.8%-25.5pp | 72.2%-17.9pp |
| Annual return | 21.56% | 33.35%-11.8pp | 45.10%-23.5pp | 59.30%-37.7pp |
| Employer contribution / active EE | $1,408 | $2,044-31.1% | $3,919-64.1% | $2,234-37.0% |
| Participant deferral / active EE | $2,400 | $3,925-38.9% | $5,047-52.5% | $3,806-36.9% |
| Admin fee / account holder | $63 | $161-60.7% | $8,930-99.3% | $158-59.8% |