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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT7+ years Filed as: AIG SUN AMERICA LIFE ASSURANCE COMP Service code 49 · EIN 86-0198983 | Other Services | $27,299 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,486 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,828 | $86,225-55.0% | $146,647-73.5% | $86,821-55.3% |
| Participation rate | 54.5% | 78.0%-23.4pp | 80.1%-25.5pp | 72.3%-17.7pp |
| Annual return | 15.42% | 31.23%-15.8pp | 22.75%-7.3pp | 97.94%-82.5pp |
| Employer contribution / active EE | $1,490 | $2,392-37.7% | $4,137-64.0% | $2,406-38.1% |
| Participant deferral / active EE | $3,044 | $4,245-28.3% | $5,506-44.7% | $4,132-26.3% |
| Admin fee / account holder | $91 | $195-53.4% | $10,281-99.1% | $170-46.3% |