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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT1 year Filed as: SUN LIFE INVESTMENT MGNT US, INC. Service code 51 · EIN 68-0635051 | Investment Mgmt Fees | $248,035 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $333,627-100.0% | $205,371-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 56.2%-56.2pp | 35.7%-35.7pp |
| Annual return | 3.55% | 4.86%-1.3pp | 5.90%-2.4pp | 15.19%-11.6pp |
| Employer contribution / active EE | $0 | $32,229-100.0% | $24,714-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $249-100.0% | $644-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $19,108-100.0% | $13,227-100.0% | $50,584-100.0% |