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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 18 · EIN 06-1050034 | Investment management fees paid indir... | $227,589 |
SLC MANAGEMENT1 year Filed as: SUN LIFE INVESTMENT MANAGEMENT US I Service code 28 · EIN 68-0635051 | Investment Management | $62,574 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA, N.A. NY Service code 21 · EIN 94-1687665 | Bank Trustee | $59,627 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,250 |
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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 | $33,520-100.0% | $468,422-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 30.5%-30.5pp | 2.1%-2.1pp |
| Annual return | 2.86% | 7.65%-4.8pp | 6.89%-4.0pp | 7.65%-4.8pp |
| Employer contribution / active EE | $0 | $20,582-100.0% | $43,868-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $44-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,988-100.0% | $193-100.0% |