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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $98,211 |
CAPFINANCIAL PARTNERS LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,325 |
SLC MANAGEMENT1 year Filed as: SUN LIFE CAPITAL MANAGEMENT (U.S.) Service code 27 · EIN 68-0635051 | Advisory (Plan) | $43,268 |
GRANT THORNTON LLP7 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $25,875 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $21,902 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 2.85% | 7.22%-4.4pp | 6.70%-3.8pp | 8.21%-5.4pp |
| Employer contribution / active EE | $9,289 | $12,542-25.9% | $25,217-63.2% | $13,841-32.9% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |