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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT9+ years Filed as: AIG SUN AMERICA LIFE ASSURANCE COMP Service code 49 · EIN 86-0198983 | Other Services | $28,031 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,314 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,962 | $91,406-77.1% | $130,062-83.9% | $74,473-71.9% |
| Participation rate | 73.4% | 77.8%-4.4pp | 78.5%-5.1pp | 70.7%+2.6pp |
| Annual return | 15.03% | 23.21%-8.2pp | -137.37%+152.4pp | 34.36%-19.3pp |
| Employer contribution / active EE | $1,442 | $2,565-43.8% | $4,322-66.6% | $2,638-45.3% |
| Participant deferral / active EE | $2,876 | $4,724-39.1% | $5,821-50.6% | $4,530-36.5% |
| Admin fee / account holder | $58 | $283-79.6% | $10,601-99.5% | $347-83.4% |