Filed August 15, 2018 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT2 years Filed as: SUN LIFE CAPITAL MANAGEMENT (SLC) Service code 28 1 SUN LIFE EXECUTIVE PARK · WELLESLEY HILLS, MA 02481 | Investment Management | $223,177 |
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $174,175 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 | Directed Trustee | $118,880 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 27 4208 SIX FORKS RD #1700 · RALEIGH, NC 27609 | Advisory (Plan) | $108,000 |
WARREN AVERETT, LLC3 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $30,000 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.70% | 5.34%+4.4pp | 9.14%+0.6pp | 9.30%+0.4pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,523-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |