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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 | $196,569-100.0% | $110,417-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 52.7%-52.7pp | 31.0%-31.0pp |
| Annual return | 3.55% | 2.50%+1.1pp | 4.76%-1.2pp | 14.18%-10.6pp |
| Employer contribution / active EE | $0 | $28,129-100.0% | $19,766-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $392-100.0% | $761-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $22,216-100.0% | $15,244-100.0% | $17,688-100.0% |